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
326
$23K 0.01%
147
327
$23K 0.01%
123
-12
328
$23K 0.01%
943
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329
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330
$23K 0.01%
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331
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261
332
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225
334
$22K 0.01%
173
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335
$22K 0.01%
1,025
336
$22K 0.01%
840
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337
$22K 0.01%
450
338
$22K 0.01%
325
339
$22K 0.01%
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340
$21K 0.01%
542
-343
341
$21K 0.01%
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342
$21K 0.01%
490
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343
$20K 0.01%
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344
$20K 0.01%
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346
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347
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200
348
$20K 0.01%
200
349
$19K 0.01%
+281
350
$19K 0.01%
310
12 13
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