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
251
$232K 0.02%
5,059
-325
252
$230K 0.02%
915
+1
253
$230K 0.02%
1,747
+4
254
$228K 0.02%
1,913
-278
255
$222K 0.02%
2,104
256
$222K 0.02%
1,787
-58
257
$222K 0.02%
2,123
258
$221K 0.02%
2,108
+158
259
$219K 0.02%
3,350
260
$211K 0.02%
11,553
+2,000
261
$208K 0.02%
1,320
262
$208K 0.02%
2,947
263
$207K 0.02%
4,536
-306
264
$203K 0.02%
18,432
-2,595
265
$203K 0.02%
1,708
-124
266
$202K 0.02%
2,666
267
$201K 0.02%
10,050
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268
$200K 0.02%
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-118
269
$200K 0.02%
1,079
+5
270
$197K 0.02%
4,169
-1,000
271
$196K 0.02%
5,328
272
$194K 0.02%
425
+201
273
$191K 0.02%
2,460
274
$190K 0.02%
16,418
-4,911
275
$190K 0.02%
5,570
9 10
11
12 13