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
$390M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.17M
3
+$3.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.58M

Top Sells

1
+$914K
2
+$858K
3
+$834K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$759K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$530K

Sector Composition

1 Technology 6.46%
2 Financials 4.89%
3 Healthcare 4.13%
4 Industrials 2.91%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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160
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$43K 0.01%
252
328
$43K 0.01%
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$43K 0.01%
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$42K 0.01%
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331
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332
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333
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768
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334
$41K 0.01%
350
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$40K 0.01%
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336
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337
$40K 0.01%
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338
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341
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342
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343
$38K 0.01%
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344
$38K 0.01%
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345
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347
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348
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349
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350
$36K 0.01%
2,400
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