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
$294M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.68M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.16M

Top Sells

1
+$1.18M
2
+$954K
3
+$584K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$359K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$277K

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
626
$1K ﹤0.01%
31
627
$1K ﹤0.01%
10
-726
628
$1K ﹤0.01%
21
+1
629
$1K ﹤0.01%
38
630
$1K ﹤0.01%
68
631
$1K ﹤0.01%
+149
632
$1K ﹤0.01%
1,350
633
$1K ﹤0.01%
32
634
$1K ﹤0.01%
+100
635
$1K ﹤0.01%
30
636
$1K ﹤0.01%
15
637
$1K ﹤0.01%
33
638
– –
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639
– –
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640
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-200
641
– –
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642
– –
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643
– –
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644
– –
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645
$0 ﹤0.01%
21
646
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647
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648
– –
-200
649
$0 ﹤0.01%
15
650
– –
-400
24 25
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