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
$390M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.17M
3
+$3.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.58M

Top Sells

1
+$914K
2
+$858K
3
+$834K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$759K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$530K

Sector Composition

1 Technology 6.46%
2 Financials 4.89%
3 Healthcare 4.13%
4 Industrials 2.91%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$73K 0.02%
1,438
277
$72K 0.02%
954
278
$70K 0.02%
950
279
$70K 0.02%
1,080
280
$70K 0.02%
548
281
$68K 0.02%
2,414
282
$67K 0.02%
1,205
+1
283
$66K 0.02%
1,100
-103
284
$66K 0.02%
1,200
285
$65K 0.02%
1,720
286
$65K 0.02%
2,544
287
$65K 0.02%
1,010
288
$64K 0.02%
1,252
-200
289
$64K 0.02%
622
290
$64K 0.02%
4,016
291
$59K 0.02%
240
292
$59K 0.02%
1,395
293
$58K 0.01%
985
-4,525
294
$57K 0.01%
1,130
-1,310
295
$56K 0.01%
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296
$56K 0.01%
5,400
297
$56K 0.01%
952
298
$55K 0.01%
444
299
$55K 0.01%
5,325
300
$54K 0.01%
1,000
10 11
12
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