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
251
$57K 0.02%
1,578
-21,303
252
$57K 0.02%
300
253
$56K 0.02%
700
254
$54K 0.02%
622
+120
255
$53K 0.02%
1,475
256
$53K 0.02%
3,028
+2
257
$52K 0.02%
1,140
258
$51K 0.02%
594
+169
259
$51K 0.02%
2,850
260
$50K 0.02%
1,250
261
$49K 0.02%
1,064
262
$49K 0.02%
2,405
263
$48K 0.02%
920
-80
264
$47K 0.02%
2,238
265
$47K 0.02%
1,547
266
$47K 0.02%
792
-16
267
$46K 0.02%
420
-411
268
$46K 0.02%
799
269
$46K 0.02%
1,000
270
$45K 0.02%
355
-193
271
$45K 0.02%
1,440
272
$45K 0.02%
2,868
-564
273
$45K 0.02%
2,730
-567
274
$45K 0.02%
3,375
275
$44K 0.02%
1,332
9 10
11
12 13