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
351
$36K 0.01%
330
+2
352
$35K 0.01%
309
+2
353
$35K 0.01%
2,988
354
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319
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$35K 0.01%
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356
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325
357
$33K 0.01%
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-35
358
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359
$32K 0.01%
466
360
$32K 0.01%
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361
$32K 0.01%
1,154
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362
$31K 0.01%
+1,500
363
$30K 0.01%
+1,250
364
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365
$30K 0.01%
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366
$29K 0.01%
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367
$29K 0.01%
1,154
368
$29K 0.01%
423
-64
369
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370
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371
$29K 0.01%
200
372
$28K 0.01%
460
373
$26K 0.01%
838
374
$26K 0.01%
859
375
$26K 0.01%
200
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