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
101
$243K 0.11%
3,300
+50
102
$231K 0.1%
8,779
103
$227K 0.1%
3,846
-1,150
104
$224K 0.1%
1,922
105
$222K 0.1%
2,634
106
$219K 0.1%
3,638
+17
107
$218K 0.1%
1,983
+83
108
$215K 0.1%
4,238
109
$212K 0.1%
1,375
+525
110
$206K 0.09%
700
-50
111
$206K 0.09%
3,397
+426
112
$194K 0.09%
170
113
$192K 0.09%
2,661
+150
114
$189K 0.08%
1,782
+1,538
115
$186K 0.08%
1,070
-91
116
$183K 0.08%
2,989
+125
117
$183K 0.08%
2,053
-50
118
$172K 0.08%
2,335
-3,125
119
$169K 0.08%
4,328
+64
120
$165K 0.07%
1,133
+98
121
$164K 0.07%
4,020
122
$162K 0.07%
+4,594
123
$159K 0.07%
5,002
124
$156K 0.07%
3,237
+1,796
125
$156K 0.07%
5,321
+2,674
3 4
5
6 7