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
$387M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.14M
3
+$1.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.34M

Top Sells

1
+$3.94M
2
+$2.32M
3
+$2.26M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.55M

Sector Composition

1 Technology 6.82%
2 Financials 4.85%
3 Healthcare 4.24%
4 Industrials 2.64%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$125K 0.03%
875
-70
227
$124K 0.03%
4,978
228
$123K 0.03%
622
229
$123K 0.03%
954
230
$119K 0.03%
1,726
231
$119K 0.03%
1,675
-1,395
232
$119K 0.03%
4,760
-2,500
233
$118K 0.03%
10,484
+14
234
$117K 0.03%
588
+14
235
$115K 0.03%
3,575
236
$113K 0.03%
677
+233
237
$113K 0.03%
3,900
238
$111K 0.03%
1,731
+750
239
$111K 0.03%
1,856
-47
240
$111K 0.03%
+2,069
241
$110K 0.03%
1,859
242
$108K 0.03%
625
243
$105K 0.03%
1,358
244
$104K 0.03%
1,933
-864
245
$103K 0.03%
2,063
+9
246
$103K 0.03%
3,384
+18
247
$103K 0.03%
2,141
-39
248
$101K 0.03%
1,200
249
$100K 0.03%
5,027
250
$100K 0.03%
4,679
8 9
10
11 12