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
126
$153K 0.07%
1,449
+934
127
$152K 0.07%
2,018
-150
128
$152K 0.07%
4,231
+3,425
129
$149K 0.07%
2,767
-21
130
$149K 0.07%
5,338
+2,776
131
$141K 0.06%
927
-45
132
$140K 0.06%
1,271
-514
133
$139K 0.06%
1,900
+157
134
$133K 0.06%
605
135
$133K 0.06%
7,600
136
$131K 0.06%
2,864
-392
137
$130K 0.06%
1,340
+21
138
$126K 0.06%
3,301
139
$122K 0.05%
2,340
140
$121K 0.05%
2,184
+44
141
$121K 0.05%
1,155
+155
142
$117K 0.05%
6,357
-1,500
143
$116K 0.05%
1,362
+1,332
144
$115K 0.05%
1,009
+9
145
$114K 0.05%
3,685
-622
146
$113K 0.05%
725
-2,546
147
$112K 0.05%
1,000
148
$111K 0.05%
754
+441
149
$111K 0.05%
2,000
150
$108K 0.05%
1,096
+730
4 5
6
7 8