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
301
$50K 0.01%
200
302
$49K 0.01%
1,027
303
$47K 0.01%
802
-150
304
$46K 0.01%
160
305
$46K 0.01%
517
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306
$45K 0.01%
800
307
$45K 0.01%
252
308
$45K 0.01%
768
309
$45K 0.01%
+788
310
$45K 0.01%
404
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311
$44K 0.01%
350
312
$44K 0.01%
331
+1
313
$43K 0.01%
783
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314
$42K 0.01%
740
315
$40K 0.01%
892
316
$40K 0.01%
274
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317
$39K 0.01%
1,900
+400
318
$39K 0.01%
893
319
$39K 0.01%
1,347
320
$39K 0.01%
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500
323
$38K 0.01%
2,400
324
$38K 0.01%
1,933
325
$38K 0.01%
1,406
11 12
13
14 15