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
176
$183K 0.05%
3,310
+840
177
$182K 0.05%
2,400
-550
178
$180K 0.05%
2,774
+866
179
$179K 0.05%
5,594
+594
180
$176K 0.05%
4,594
181
$175K 0.05%
5,017
-1,305
182
$173K 0.05%
1,551
+1,344
183
$173K 0.05%
4,400
184
$170K 0.05%
6,807
185
$161K 0.05%
+3,130
186
$161K 0.05%
2,438
-20
187
$160K 0.05%
1,743
+538
188
$159K 0.05%
3,727
+1
189
$157K 0.05%
60,000
190
$156K 0.05%
2,630
+824
191
$153K 0.04%
6,558
192
$147K 0.04%
4,112
-615
193
$144K 0.04%
2,984
-1,543
194
$143K 0.04%
987
-75
195
$140K 0.04%
+1,497
196
$139K 0.04%
1,315
+390
197
$139K 0.04%
140
-30
198
$138K 0.04%
2,512
199
$138K 0.04%
2,400
+309
200
$138K 0.04%
+2,000
6 7
8
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