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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
+$21.4M
2
+$18.3M
3
+$2.59M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.47M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.35M

Top Sells

1
+$890K
2
+$788K
3
+$671K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$669K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$605K

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
626
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-1,000
627
– –
-950
628
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-500
629
$0 ﹤0.01%
50
630
– –
-5,420
631
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-25
632
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-510
633
– –
-1,000
634
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635
$0 ﹤0.01%
2
636
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637
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1
638
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639
– –
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640
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641
$0 ﹤0.01%
26
642
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643
– –
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644
$0 ﹤0.01%
+2
645
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646
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-500
647
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-500
648
$0 ﹤0.01%
12
649
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650
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24 25
26
27 28