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
251
$96K 0.02%
8,296
252
$94K 0.02%
1,540
253
$92K 0.02%
713
254
$89K 0.02%
786
+2
255
$88K 0.02%
1,170
-125
256
$88K 0.02%
60,000
257
$88K 0.02%
2,271
258
$88K 0.02%
298
-1,296
259
$82K 0.02%
1,720
260
$82K 0.02%
1,000
261
$80K 0.02%
2,109
+12
262
$79K 0.02%
2,193
-165
263
$75K 0.02%
4,110
264
$74K 0.02%
2,905
-250
265
$74K 0.02%
2,414
266
$73K 0.02%
1,438
267
$72K 0.02%
670
-245
268
$71K 0.02%
3,750
+2,500
269
$71K 0.02%
1,200
270
$70K 0.02%
1,010
271
$70K 0.02%
1,252
272
$70K 0.02%
965
-1,295
273
$69K 0.02%
327
+120
274
$68K 0.02%
4,016
275
$67K 0.02%
+1,912
9 10
11
12 13