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
$294M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.71M
3
+$1.42M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.16M

Top Sells

1
+$1.19M
2
+$954K
3
+$616K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$336K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$278K

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
51
$1.16M 0.4%
12,749
+437
52
$1.15M 0.39%
12,006
+781
53
$1.13M 0.39%
17,587
+1,142
54
$1.05M 0.36%
12,693
+3,451
55
$1.05M 0.36%
4,789
+385
56
$1.04M 0.35%
24,296
+2,105
57
$1.03M 0.35%
45,442
+6,208
58
$1.03M 0.35%
14,764
+1,086
59
$1M 0.34%
+22,420
60
$974K 0.33%
11,460
+1,880
61
$973K 0.33%
26,312
+302
62
$960K 0.33%
10,442
+871
63
$958K 0.33%
7,179
-154
64
$910K 0.31%
11,238
65
$891K 0.3%
6,346
+325
66
$870K 0.3%
41,292
+7,059
67
$870K 0.3%
16,064
+744
68
$866K 0.29%
4,638
+706
69
$824K 0.28%
11,975
+802
70
$810K 0.28%
7,356
+592
71
$788K 0.27%
5,936
-100
72
$767K 0.26%
7,300
73
$766K 0.26%
24,000
-470
74
$753K 0.26%
7,705
-1,399
75
$749K 0.26%
9,513
+279
1 2
3
4 5