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
76
$721K 0.25%
9,238
+4,195
77
$716K 0.24%
8,774
-60
78
$713K 0.24%
19,652
+1,775
79
$708K 0.24%
4,124
+335
80
$701K 0.24%
5,535
81
$700K 0.24%
5,005
-23
82
$691K 0.24%
+12,047
83
$688K 0.23%
7,286
-490
84
$667K 0.23%
1,989
+231
85
$661K 0.23%
13,144
+1,525
86
$642K 0.22%
+425,000
87
$637K 0.22%
5,248
+1,803
88
$566K 0.19%
20,423
89
$554K 0.19%
4,152
+590
90
$519K 0.18%
5,886
+185
91
$517K 0.18%
3,427
+171
92
$505K 0.17%
8,411
+837
93
$504K 0.17%
11,603
+2,651
94
$504K 0.17%
15,077
+800
95
$487K 0.17%
2,505
+649
96
$466K 0.16%
2,796
+136
97
$465K 0.16%
3,314
+446
98
$450K 0.15%
25,450
+24,798
99
$448K 0.15%
8,431
+1,035
100
$436K 0.15%
6,275
+225
2 3
4
5 6