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
151
$104K 0.05%
631
+49
152
$104K 0.05%
1,840
+250
153
$98K 0.04%
2,554
+2,525
154
$98K 0.04%
1,159
+174
155
$96K 0.04%
774
156
$94K 0.04%
1,411
+326
157
$89K 0.04%
1,782
+732
158
$88K 0.04%
+400
159
$88K 0.04%
1,817
+637
160
$88K 0.04%
1,070
-131
161
$87K 0.04%
2,070
162
$87K 0.04%
464
+124
163
$84K 0.04%
1,131
+11
164
$82K 0.04%
1,549
165
$82K 0.04%
2,350
166
$82K 0.04%
650
+575
167
$82K 0.04%
3,200
168
$80K 0.04%
+2,298
169
$80K 0.04%
+1,252
170
$78K 0.04%
306
171
$78K 0.04%
+2,000
172
$76K 0.03%
1,300
-32
173
$76K 0.03%
+2,368
174
$75K 0.03%
1,394
175
$74K 0.03%
521
-36
5 6
7
8 9