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
151
$251K 0.07%
3,410
+500
152
$248K 0.07%
1,587
+113
153
$247K 0.07%
3,065
+510
154
$247K 0.07%
2,365
155
$245K 0.07%
2,910
+771
156
$243K 0.07%
10,252
-6,442
157
$232K 0.07%
+532
158
$230K 0.07%
6,018
+1,938
159
$228K 0.07%
+3,158
160
$227K 0.07%
+4,408
161
$227K 0.07%
1,852
162
$227K 0.07%
2,570
-773
163
$226K 0.07%
2,660
+829
164
$224K 0.07%
1,437
+48
165
$222K 0.06%
1,166
166
$217K 0.06%
3,162
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167
$205K 0.06%
7,804
+2,173
168
$204K 0.06%
4,170
-18,503
169
$204K 0.06%
5,508
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170
$203K 0.06%
2,218
171
$193K 0.06%
4,738
172
$192K 0.06%
1,564
+458
173
$190K 0.06%
2,940
-1,175
174
$187K 0.05%
3,738
-13,917
175
$185K 0.05%
3,640
+995
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7
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