BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.6M
3
+$1.16M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$775K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$764K

Top Sells

1
+$1.15M
2
+$806K
3
+$643K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$538K
5
DE icon
Deere & Co
DE
+$397K

Sector Composition

1 Technology 6.96%
2 Financials 6.56%
3 Healthcare 4.65%
4 Consumer Discretionary 3.1%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$866K 0.39%
25,205
+496
52
$818K 0.37%
6,025
-50
53
$805K 0.36%
5,998
+278
54
$804K 0.36%
19,775
+1,500
55
$797K 0.36%
15,470
+550
56
$787K 0.35%
9,798
-664
57
$766K 0.34%
7,300
+3,000
58
$739K 0.33%
7,086
-500
59
$728K 0.33%
4,295
-90
60
$723K 0.32%
34,400
+2,325
61
$694K 0.31%
12,650
+288
62
$659K 0.3%
13,975
+3,650
63
$650K 0.29%
17,008
+10,648
64
$648K 0.29%
12,244
+754
65
$639K 0.29%
5,596
+3,192
66
$624K 0.28%
31,425
+3,175
67
$615K 0.28%
10,807
+9,004
68
$614K 0.28%
6,500
+4,925
69
$605K 0.27%
1,898
-100
70
$598K 0.27%
7,153
+316
71
$595K 0.27%
6,472
+265
72
$586K 0.26%
15,530
+1,725
73
$569K 0.26%
11,253
-3,004
74
$566K 0.25%
6,075
+147
75
$532K 0.24%
9,852
+7,120
1 2
3
4 5