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
126
$284K 0.1%
60,500
127
$276K 0.09%
2,711
-1,627
128
$268K 0.09%
3,210
+600
129
$266K 0.09%
5,008
+2,688
130
$264K 0.09%
+6,750
131
$262K 0.09%
+4,299
132
$260K 0.09%
2,172
-46
133
$259K 0.09%
6,212
+12
134
$256K 0.09%
+4,738
135
$255K 0.09%
+5,368
136
$255K 0.09%
1,600
137
$254K 0.09%
3,145
+688
138
$250K 0.09%
5,744
+269
139
$244K 0.08%
3,390
140
$243K 0.08%
2,000
+1,050
141
$230K 0.08%
6,422
-41
142
$230K 0.08%
1,536
-4
143
$228K 0.08%
2,217
+400
144
$228K 0.08%
4,105
+611
145
$226K 0.08%
1,223
+98
146
$226K 0.08%
1,377
+545
147
$225K 0.08%
2,235
+1,235
148
$224K 0.08%
2,053
+1,770
149
$222K 0.08%
905
+400
150
$220K 0.07%
758
+655
4 5
6
7 8