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
201
$56K 0.03%
224
202
$55K 0.02%
860
203
$55K 0.02%
360
+115
204
$55K 0.02%
2,405
205
$54K 0.02%
2,238
206
$54K 0.02%
1,166
+23
207
$54K 0.02%
2,800
208
$53K 0.02%
670
+75
209
$53K 0.02%
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-850
210
$51K 0.02%
1,140
-200
211
$51K 0.02%
+1,700
212
$51K 0.02%
743
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213
$51K 0.02%
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-746
214
$50K 0.02%
2,000
215
$50K 0.02%
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216
$50K 0.02%
1,223
217
$50K 0.02%
+1,000
218
$49K 0.02%
358
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219
$49K 0.02%
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221
$46K 0.02%
225
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222
$45K 0.02%
1,200
223
$45K 0.02%
536
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224
$44K 0.02%
137
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225
$44K 0.02%
930
+200
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