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BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Est. Return
15.17%
This Fund
S&P 500
This Quarter
Est. Return
+2.46%
1 Year Est. Return
+15.17%
3 Year Est. Return
+38.32%
5 Year Est. Return
+50.85%
10 Year Est. Return
–
AUM
$229M
AUM Growth
–
Cap. Flow
+$227M
Cap. Flow
% of AUM
99.11%
Top 10 Holdings %
Top 10 Hldgs %
49.21%
Holding
559
New
533
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$21M |
| 2 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$19.4M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$14.6M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$13.2M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$9.53M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 69.72% |
| 2 | Financials | 6.33% |
| 3 | Technology | 6.15% |
| 4 | Healthcare | 4.98% |
| 5 | Industrials | 3.04% |
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BDO Wealth Advisors's Q2 2017 Portfolio in Review
Q2 2017 is the first quarter with a 13F filing on record for BDO Wealth Advisors, which disclosed 559 positions worth $229M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Vanguard Total Bond Market: 257,323 shares worth $21.1M.
By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, followed by Financials and Technology.
- BDO Wealth Advisors's largest Q2 2017 buy was Vanguard Total Bond Market: 257,323 shares worth $21.1M.
- BDO Wealth Advisors's ten largest holdings make up 49% of its $229M portfolio in Q2 2017.
- BDO Wealth Advisors disclosed 559 positions in Q2 2017, its first 13F filing on record.
Based on BDO Wealth Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.