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
201
$122K 0.04%
2,136
+197
202
$122K 0.04%
1,429
+2
203
$120K 0.04%
2,240
+46
204
$117K 0.04%
1,471
+415
205
$113K 0.04%
2,000
206
$111K 0.04%
1,659
+465
207
$111K 0.04%
968
+788
208
$111K 0.04%
1,396
+1,274
209
$109K 0.04%
828
+289
210
$108K 0.04%
1,563
+961
211
$105K 0.04%
+1,358
212
$105K 0.04%
1,411
+139
213
$104K 0.04%
1,539
+127
214
$102K 0.03%
4,250
-263
215
$102K 0.03%
736
216
$101K 0.03%
725
217
$100K 0.03%
+2,800
218
$99K 0.03%
3,450
+620
219
$94K 0.03%
532
+1
220
$93K 0.03%
3,238
+84
221
$92K 0.03%
997
+884
222
$92K 0.03%
1,474
+200
223
$91K 0.03%
582
-298
224
$91K 0.03%
+4,950
225
$90K 0.03%
406
+100
7 8
9
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