We are live on ! Find out more
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
651
– –
-100
652
– –
-75
653
– –
-418
654
– –
-3
655
– –
-30
656
$0 ﹤0.01%
200
-185
657
– –
-2,219
658
– –
0
659
– –
-101
660
– –
-100
661
– –
-59
662
– –
-200
663
– –
-100
664
– –
-1,000
665
$0 ﹤0.01%
+1
666
– –
-500
667
– –
0
668
$0 ﹤0.01%
8
669
$0 ﹤0.01%
+1
670
– –
-2,179
671
$0 ﹤0.01%
+12
672
$0 ﹤0.01%
2
673
– –
-200
674
– –
-100
675
$0 ﹤0.01%
18
25 26
27
28 29