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
326
$110K 0.01%
6,492
327
$109K 0.01%
3,800
328
$109K 0.01%
1,261
-200
329
$109K 0.01%
1,830
-455
330
$107K 0.01%
1,671
-30
331
$107K 0.01%
1,800
332
$107K 0.01%
1,283
-21,484
333
$105K 0.01%
9,425
334
$103K 0.01%
2,500
335
$102K 0.01%
1,950
336
$100K 0.01%
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-320
337
$100K 0.01%
1,400
-115
338
$100K 0.01%
4,808
+4,558
339
$99K 0.01%
+1,802
340
$98K 0.01%
472
-174
341
$97K 0.01%
2,229
342
$96K 0.01%
533
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$94K 0.01%
1,282
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344
$94K 0.01%
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345
$94K 0.01%
597
346
$93K 0.01%
1,211
-18
347
$92K 0.01%
5,130
348
$92K 0.01%
2,461
+7
349
$90K 0.01%
1,060
350
$90K 0.01%
1,350
12 13
14
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