BDO Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$27.5M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$21.5M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$18.8M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$15.7M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$15.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Small-Cap ETF
VB
|
+$7.2M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
+$6.54M |
| 3 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
+$3.32M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$2.03M |
| 5 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$1.74M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.04% |
| 2 | Financials | 4.6% |
| 3 | Healthcare | 4.34% |
| 4 | Communication Services | 3.37% |
| 5 | Industrials | 3.32% |
Similar funds
BDO Wealth Advisors's Q1 2020 Portfolio in Review
As of Q1 2020, BDO Wealth Advisors held 860 positions worth $495M, up 28% from $388M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
BDO Wealth Advisors deployed $205M of net new capital in Q1 2020, opening 262 new positions and adding to 245 existing holdings. Its largest new stake was iShares Core MSCI Total International Stock ETF: 278,215 shares worth $13.1M.
By sector, the portfolio is most concentrated in Technology at 6% of assets, down from 6.8% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Vanguard Small-Cap ETF, an estimated $7.2M trimmed.
- BDO Wealth Advisors's largest Q1 2020 buy was iShares Core MSCI Total International Stock ETF: 278,215 shares worth $13.1M.
- BDO Wealth Advisors added most to iShares Core S&P Total US Stock Market ETF in Q1 2020, an estimated $27.5M increase.
- BDO Wealth Advisors's biggest Q1 2020 reduction was Vanguard Small-Cap ETF, cutting an estimated $7.2M.
- BDO Wealth Advisors fully exited Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020, selling an estimated $639K.
- BDO Wealth Advisors's ten largest holdings make up 41% of its $495M portfolio in Q1 2020.
- BDO Wealth Advisors opened 262 new positions and closed 94 in Q1 2020.
- BDO Wealth Advisors's portfolio value rose 28% quarter-over-quarter to $495M.
Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.