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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
676
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0
677
– –
-115
678
$0 ﹤0.01%
16
679
$0 ﹤0.01%
50
680
– –
-2,000
681
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-500
682
$0 ﹤0.01%
+4,000
683
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-810
684
– –
-450
685
$0 ﹤0.01%
3
686
$0 ﹤0.01%
1
687
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-500
688
– –
-640
689
– –
-200
690
– –
-300
691
$0 ﹤0.01%
50
692
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-50
693
– –
-700
694
– –
-2,850
695
– –
-200
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