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
151
$220K 0.07%
2,218
152
$219K 0.07%
8,606
-24,200
153
$215K 0.07%
6,688
+1,883
154
$214K 0.07%
1,618
+390
155
$208K 0.07%
+6,000
156
$206K 0.07%
1,968
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157
$206K 0.07%
11,176
+3,576
158
$204K 0.07%
1,516
-94
159
$204K 0.07%
4,400
160
$200K 0.07%
3,312
+241
161
$195K 0.07%
3,557
-4,000
162
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172
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163
$182K 0.06%
2,053
164
$177K 0.06%
2,690
165
$172K 0.06%
2,980
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166
$171K 0.06%
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167
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168
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169
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170
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3,231
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171
$162K 0.06%
6,558
172
$162K 0.06%
992
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173
$161K 0.05%
+1,234
174
$161K 0.05%
1,467
+279
175
$158K 0.05%
5,002
5 6
7
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