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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
651
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652
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-6,960
653
– –
-2,730
654
$0 ﹤0.01%
1
655
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656
$0 ﹤0.01%
3
657
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-350
658
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659
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660
$0 ﹤0.01%
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661
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-500
662
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-29,660
663
– –
-700
664
$0 ﹤0.01%
3
665
– –
-500
666
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-150
667
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-100
668
$0 ﹤0.01%
+10
669
$0 ﹤0.01%
100
670
– –
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671
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-66
672
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-600
673
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674
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675
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-50
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