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
351
$19K 0.01%
50
352
$19K 0.01%
165
353
$19K 0.01%
+612
354
$19K 0.01%
415
-15
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$19K 0.01%
179
-5
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$19K 0.01%
373
-300
357
$19K 0.01%
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-401
358
$18K 0.01%
500
359
$18K 0.01%
370
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360
$18K 0.01%
200
361
$17K 0.01%
+500
362
$17K 0.01%
394
+4
363
$17K 0.01%
385
+1
364
$17K 0.01%
910
365
$16K 0.01%
320
-624
366
$16K 0.01%
521
+1
367
$16K 0.01%
300
368
$16K 0.01%
+705
369
$15K 0.01%
220
370
$15K 0.01%
144
-5
371
$15K 0.01%
300
372
$15K 0.01%
134
373
$15K 0.01%
91
-3
374
$15K 0.01%
490
-9
375
$14K ﹤0.01%
480
13 14
15
16 17