BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.6M
3
+$2.57M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.42M

Top Sells

1
+$905K
2
+$804K
3
+$696K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$695K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$615K

Sector Composition

1 Technology 6.65%
2 Financials 4.91%
3 Healthcare 4.27%
4 Industrials 2.82%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
369
577
$1K ﹤0.01%
50
578
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40
579
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580
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65
-94
581
$1K ﹤0.01%
15
-11
582
$1K ﹤0.01%
260
583
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75
584
$1K ﹤0.01%
25
585
– –
0
586
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50
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587
$1K ﹤0.01%
68
588
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20
-40
589
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200
-150
590
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35
591
$1K ﹤0.01%
10
592
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100
595
$1K ﹤0.01%
100
-5,680
596
$1K ﹤0.01%
100
597
$1K ﹤0.01%
+50
598
$1K ﹤0.01%
67
-50
599
$1K ﹤0.01%
18
600
$1K ﹤0.01%
+10
22 23
24
25 26