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
301
$30K 0.01%
396
302
$30K 0.01%
2,988
303
$30K 0.01%
319
304
$29K 0.01%
640
305
$29K 0.01%
1,406
306
$29K 0.01%
118
307
$29K 0.01%
565
-93
308
$27K 0.01%
893
309
$27K 0.01%
1,950
-500
310
$27K 0.01%
466
311
$27K 0.01%
246
312
$27K 0.01%
+2,000
313
$26K 0.01%
1,000
314
$26K 0.01%
530
-50
315
$26K 0.01%
816
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316
$26K 0.01%
101
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317
$26K 0.01%
200
-16
318
$25K 0.01%
350
319
$25K 0.01%
838
320
$24K 0.01%
500
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321
$24K 0.01%
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322
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968
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323
$24K 0.01%
490
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324
$23K 0.01%
1,134
325
$23K 0.01%
201
-70
11 12
13
14 15