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
326
$38K 0.01%
1,400
327
$38K 0.01%
+626
328
$37K 0.01%
251
-38
329
$37K 0.01%
433
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330
$37K 0.01%
265
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331
$37K 0.01%
1,495
332
$37K 0.01%
694
-1,456
333
$37K 0.01%
+750
334
$36K 0.01%
1,400
-400
335
$36K 0.01%
747
336
$36K 0.01%
325
337
$36K 0.01%
441
-125
338
$35K 0.01%
975
339
$35K 0.01%
311
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340
$34K 0.01%
423
341
$33K 0.01%
366
-30
342
$33K 0.01%
+611
343
$33K 0.01%
215
344
$32K 0.01%
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345
$32K 0.01%
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346
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536
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347
$32K 0.01%
2,538
-450
348
$31K 0.01%
404
+100
349
$31K 0.01%
+507
350
$30K 0.01%
150
12 13
14
15 16