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
101
$434K 0.15%
2,227
-126
102
$418K 0.14%
5,309
-527
103
$404K 0.14%
16,651
+1,414
104
$388K 0.13%
4,271
105
$386K 0.13%
8,910
-7,765
106
$383K 0.13%
3,467
+1,917
107
$381K 0.13%
8,579
+674
108
$373K 0.13%
4,395
-100
109
$357K 0.12%
3,350
+3,058
110
$348K 0.12%
+29,660
111
$345K 0.12%
5,941
112
$341K 0.12%
4,314
+1,680
113
$337K 0.11%
+50,000
114
$324K 0.11%
7,344
+2,635
115
$314K 0.11%
4,813
-441
116
$311K 0.11%
1,248
+1,148
117
$307K 0.1%
4,934
-145
118
$307K 0.1%
3,768
119
$300K 0.1%
5,415
+1,156
120
$300K 0.1%
3,950
+1,699
121
$300K 0.1%
11,700
122
$299K 0.1%
5,162
+188
123
$299K 0.1%
2,732
+53
124
$296K 0.1%
1,903
+1,459
125
$294K 0.1%
4,365
-175
3 4
5
6 7