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
276
$44K 0.02%
5,780
-743
277
$44K 0.02%
277
278
$44K 0.02%
263
-52
279
$43K 0.01%
3,008
280
$42K 0.01%
502
+2
281
$42K 0.01%
347
+13
282
$41K 0.01%
350
283
$38K 0.01%
341
-30
284
$38K 0.01%
+913
285
$38K 0.01%
1,470
-166
286
$38K 0.01%
240
+150
287
$37K 0.01%
+950
288
$37K 0.01%
1,223
289
$36K 0.01%
224
290
$34K 0.01%
995
-456
291
$34K 0.01%
250
292
$34K 0.01%
700
293
$33K 0.01%
349
294
$33K 0.01%
340
+2
295
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385
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296
$33K 0.01%
500
297
$32K 0.01%
1,339
-297
298
$32K 0.01%
207
299
$32K 0.01%
+885
300
$31K 0.01%
1,048
+76
10 11
12
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