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
76
$512K 0.23%
2,584
77
$504K 0.23%
5,532
-125
78
$461K 0.21%
7,880
79
$444K 0.2%
2,850
+550
80
$442K 0.2%
2,506
81
$439K 0.2%
6,050
-380
82
$438K 0.2%
+4,338
83
$429K 0.19%
10,975
+1,825
84
$427K 0.19%
5,018
+4,708
85
$413K 0.19%
2,180
+76
86
$408K 0.18%
2,814
-325
87
$405K 0.18%
6,691
-75
88
$396K 0.18%
2,699
-245
89
$396K 0.18%
6,200
+1,225
90
$390K 0.18%
5,079
-575
91
$389K 0.17%
5,062
+4,610
92
$373K 0.17%
2,715
+20
93
$371K 0.17%
4,471
+3,241
94
$361K 0.16%
2,583
+750
95
$328K 0.15%
11,700
-300
96
$290K 0.13%
1,771
+125
97
$269K 0.12%
3,840
+300
98
$249K 0.11%
2,433
99
$248K 0.11%
2,508
-303
100
$246K 0.11%
3,700
-50
2 3
4
5 6