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
$291M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$4.04M
3
+$3.97M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.36M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.82M

Top Sells

1
+$4.95M
2
+$2.71M
3
+$2.39M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.78M

Sector Composition

1 Technology 6.27%
2 Financials 5.11%
3 Healthcare 4.25%
4 Industrials 2.71%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74K 0.03%
5,226
-16,282
227
$72K 0.02%
1,438
228
$71K 0.02%
783
-348
229
$71K 0.02%
400
230
$68K 0.02%
1,196
231
$68K 0.02%
406
232
$68K 0.02%
1,920
233
$68K 0.02%
4,278
-672
234
$67K 0.02%
505
-231
235
$67K 0.02%
667
-1,325
236
$67K 0.02%
2,358
-200
237
$67K 0.02%
1,474
238
$66K 0.02%
1,806
-782
239
$65K 0.02%
4,826
240
$64K 0.02%
1,210
241
$62K 0.02%
500
242
$61K 0.02%
300
+83
243
$61K 0.02%
1,200
244
$61K 0.02%
547
+224
245
$61K 0.02%
1,055
-509
246
$60K 0.02%
6,960
-1,248
247
$60K 0.02%
866
+616
248
$59K 0.02%
365
249
$59K 0.02%
1,000
250
$58K 0.02%
810
-18
8 9
10
11 12