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
176
$154K 0.05%
658
+67
177
$154K 0.05%
7,257
178
$149K 0.05%
1,608
+106
179
$148K 0.05%
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+2
180
$147K 0.05%
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181
$146K 0.05%
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182
$146K 0.05%
5,495
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183
$144K 0.05%
743
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184
$141K 0.05%
860
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185
$140K 0.05%
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186
$139K 0.05%
3,163
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187
$136K 0.05%
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188
$136K 0.05%
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189
$134K 0.05%
3,126
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190
$133K 0.05%
1,204
-2
191
$132K 0.04%
3,499
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192
$131K 0.04%
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193
$130K 0.04%
3,289
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194
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+2,435
195
$127K 0.04%
+1,350
196
$127K 0.04%
1,834
+1,398
197
$127K 0.04%
1,639
+910
198
$126K 0.04%
2,222
+1,385
199
$126K 0.04%
954
200
$124K 0.04%
2,550
6 7
8
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