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
$344M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.6M
3
+$2.57M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.42M

Top Sells

1
+$905K
2
+$804K
3
+$696K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$695K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$615K

Sector Composition

1 Technology 6.65%
2 Financials 4.91%
3 Healthcare 4.27%
4 Industrials 2.82%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$344K 0.1%
1,956
+575
127
$343K 0.1%
4,630
-660
128
$341K 0.1%
4,272
+26
129
$341K 0.1%
12,466
-5,000
130
$337K 0.1%
3,121
-423
131
$326K 0.09%
+6,480
132
$325K 0.09%
5,573
+1,061
133
$321K 0.09%
3,693
134
$317K 0.09%
6,500
135
$312K 0.09%
5,868
-106
136
$308K 0.09%
5,541
137
$302K 0.09%
3,780
+968
138
$297K 0.09%
11,136
+3,101
139
$295K 0.09%
3,812
-125
140
$286K 0.08%
6,140
+1,283
141
$285K 0.08%
3,311
+782
142
$282K 0.08%
1,551
+386
143
$279K 0.08%
3,095
-1,680
144
$277K 0.08%
2,437
145
$276K 0.08%
1,600
+100
146
$271K 0.08%
4,609
-150
147
$270K 0.08%
4,596
-758
148
$270K 0.08%
11,100
-200
149
$268K 0.08%
4,968
150
$263K 0.08%
5,444
4 5
6
7 8