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
301
$140K 0.01%
7,614
302
$138K 0.01%
1,791
-35
303
$137K 0.01%
33,961
-4,605
304
$136K 0.01%
1,300
305
$133K 0.01%
1,380
-280
306
$130K 0.01%
2,250
307
$130K 0.01%
2,845
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308
$130K 0.01%
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309
$129K 0.01%
871
+100
310
$127K 0.01%
1,090
311
$125K 0.01%
3,549
-1,203
312
$125K 0.01%
1,475
-63
313
$125K 0.01%
12,285
-3,052
314
$124K 0.01%
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315
$124K 0.01%
2,300
316
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29,404
-2,850
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319
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4,300
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320
$118K 0.01%
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321
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1,026
322
$117K 0.01%
1,428
323
$116K 0.01%
8,334
-3,000
324
$114K 0.01%
276
325
$111K 0.01%
865
11 12
13
14 15