BW
| |
BDO Wealth Advisors, LLC13F | |
| BDO Wealth Advisors, LLC | |
| Last update 2023-08-01 | 981 Stocks (30 new) |
| Value $872.00 Mil | Turnover 6 % |
BDO Wealth Advisors, LLC Top Holdings of 2023-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 858,103 | 57,922.0 | -0.96% | 6.640 | -0.07% | 0.060 | +11.52% | +19.59% | 141,328.0 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 303,014 | 45,343.1 | -2.41% | 5.200 | -0.13% | 0.130 | +13.69% | +6.04% | 74,012.7 | ||
EFA | iShares MSCI EAFE ETF | 549,553 | 39,842.6 | -1.50% | 4.570 | -0.07% | 0.080 | +10.84% | +18.89% | 63,725.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 688,630 | 36,012.6 | +1.52% | 4.130 | +0.06% | 0.050 | +16.06% | +2.45% | 97,230.9 | ||
IVV | iShares Core S&P 500 ETF | 72,015 | 32,097.6 | +0.72% | 3.680 | +0.03% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 582,280 | 28,700.6 | -0.87% | 3.290 | -0.03% | 0.040 | +18.91% | +18.34% | 99,158.0 | ||
AAPL | Apple Inc | 139,458 | 27,050.7 | +2.21% | 3.100 | +0.07% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 268,346 | 26,770.2 | +3.02% | 3.070 | +0.09% | 0.320 | +1.34% | +2.52% | 13,319.3 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 318,606 | 24,105.7 | -1.83% | 2.760 | -0.06% | 0.070 | +1.88% | +3.77% | 35,004.9 | ||
MDY | S&P MidCap 400 ETF | 34,320 | 16,436.3 | -0.46% | 1.890 | -0.01% | 0.080 | +15.85% | +2.31% | 23,229.9 |
BDO Wealth Advisors, LLC's Historical Top Holdings Breakdowns
BDO Wealth Advisors, LLC Total Holding History ($B)
BDO Wealth Advisors, LLC's Asset Allocation
BDO Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BDO Wealth Advisors, LLC's Hypothetical Growth since 2023-06-30
BDO Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BDO Wealth Advisors, LLC's Holdings Heat Map
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BDO Wealth Advisors, LLC's Holdings Bubble Chart
BDO Wealth Advisors, LLC News
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