BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.71M
3
+$1.42M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.16M

Top Sells

1
+$1.19M
2
+$954K
3
+$616K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$336K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$278K

Sector Composition

1 Technology 8.82%
2 Financials 5.66%
3 Healthcare 4.14%
4 Consumer Discretionary 3.08%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
+35
602
$2K ﹤0.01%
173
603
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43
604
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22
605
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100
-100
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+206
607
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154
+1
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40
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25
610
$1K ﹤0.01%
15
611
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30
612
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15
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500
614
$1K ﹤0.01%
87
-1,707
615
$1K ﹤0.01%
+10
616
$1K ﹤0.01%
+20
617
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40
618
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619
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155
620
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33
621
$1K ﹤0.01%
11
622
– –
0
623
$1K ﹤0.01%
+26
624
$1K ﹤0.01%
25
625
$1K ﹤0.01%
15
23 24
25
26 27