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
$344M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.6M
3
+$2.57M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.42M

Top Sells

1
+$905K
2
+$804K
3
+$696K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$695K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$615K

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
51
$1.46M 0.42%
24,760
+940
52
$1.45M 0.42%
13,200
+571
53
$1.41M 0.41%
15,800
+1,880
54
$1.37M 0.4%
+65,118
55
$1.33M 0.39%
31,025
+2,205
56
$1.31M 0.38%
47,666
-1,391
57
$1.27M 0.37%
13,460
+542
58
$1.23M 0.36%
7,807
+551
59
$1.22M 0.35%
14,363
+1,053
60
$1.17M 0.34%
10,568
+1,390
61
$1.17M 0.34%
6,643
+371
62
$1.13M 0.33%
6,285
+5,605
63
$1.12M 0.33%
18,996
+1,358
64
$1.12M 0.32%
16,484
-8,496
65
$1.1M 0.32%
7,871
+730
66
$1.07M 0.31%
+50,701
67
$1.04M 0.3%
15,611
+1,326
68
$1.03M 0.3%
17,354
+781
69
$1.02M 0.3%
20,200
70
$983K 0.29%
4,894
+889
71
$948K 0.28%
7,026
+1,029
72
$938K 0.27%
11,488
+927
73
$933K 0.27%
17,297
-522
74
$921K 0.27%
47,382
+2,588
75
$918K 0.27%
+43,262
1 2
3
4 5