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
276
$66K 0.02%
487
-61
277
$65K 0.02%
950
278
$65K 0.02%
985
-115
279
$65K 0.02%
2,000
-1,900
280
$65K 0.02%
189
+71
281
$65K 0.02%
+1,551
282
$64K 0.02%
240
283
$61K 0.02%
209
-135
284
$60K 0.02%
1,350
-45
285
$60K 0.02%
1,090
-115
286
$59K 0.02%
2,020
287
$59K 0.02%
440
+25
288
$57K 0.01%
250
289
$57K 0.01%
5,400
290
$56K 0.01%
5,325
291
$55K 0.01%
514
+3
292
$54K 0.01%
1,000
293
$53K 0.01%
860
294
$53K 0.01%
3,000
295
$53K 0.01%
10,000
296
$51K 0.01%
130
297
$51K 0.01%
1,436
+4
298
$51K 0.01%
+156
299
$51K 0.01%
904
300
$50K 0.01%
1,900
10 11
12
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