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
$937M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$7.32M
3
+$7.25M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.37M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.41M

Top Sells

1
+$14.5M
2
+$2.59M
3
+$2.5M
4
HBMD
Howard Bancorp, Inc. Common Stock
HBMD
+$2.43M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.82M

Sector Composition

1 Technology 9.23%
2 Financials 5.14%
3 Healthcare 4.82%
4 Consumer Discretionary 3.56%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$280K 0.03%
5,359
-128
227
$279K 0.03%
5,968
-829
228
$274K 0.03%
6,002
+537
229
$273K 0.03%
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230
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231
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232
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653
233
$270K 0.03%
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234
$268K 0.03%
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235
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236
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59
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237
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238
$259K 0.03%
49,872
+306
239
$251K 0.03%
4,570
240
$249K 0.03%
2,110
241
$249K 0.03%
4,227
242
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243
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70,000
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245
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246
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247
$238K 0.03%
3,513
-27
248
$238K 0.03%
3,172
249
$235K 0.03%
9,870
250
$233K 0.02%
3,069
+624
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10
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