BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$7.79M
2
+$7.38M
3
+$7.17M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.59M

Top Sells

1
+$14.3M
2
+$2.62M
3
+$2.57M
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
276
$189K 0.02%
1,005
277
$188K 0.02%
8,202
278
$187K 0.02%
5,750
+2,500
279
$184K 0.02%
1,345
280
$179K 0.02%
15,908
+224
281
$177K 0.02%
1,308
+1,048
282
$176K 0.02%
3,787
283
$176K 0.02%
508
-120
284
$170K 0.02%
1,845
285
$168K 0.02%
2,832
-52
286
$168K 0.02%
2,320
287
$166K 0.02%
1,780
-19
288
$164K 0.02%
28,382
-123
289
$164K 0.02%
936
290
$161K 0.02%
2,032
291
$160K 0.02%
927
-93
292
$158K 0.02%
3,674
293
$157K 0.02%
2,502
+2,435
294
$156K 0.02%
1,646
295
$156K 0.02%
2,650
-307
296
$155K 0.02%
4,980
-596
297
$151K 0.02%
1,022
+375
298
$150K 0.02%
5,715
+27
299
$144K 0.02%
813
-6,374
300
$141K 0.02%
4,639
10 11
12
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