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
351
$89K 0.01%
723
352
$89K 0.01%
3,900
353
$89K 0.01%
6,003
+2,803
354
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5,960
-40
355
$86K 0.01%
999
356
$85K 0.01%
4,227
-1,985
357
$84K 0.01%
3,260
358
$83K 0.01%
2,283
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359
$83K 0.01%
665
360
$82K 0.01%
1,450
361
$82K 0.01%
420
362
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6,216
-6,990
363
$79K 0.01%
304
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364
$78K 0.01%
1,280
365
$78K 0.01%
1,689
366
$77K 0.01%
1,167
-500
367
$77K 0.01%
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368
$75K 0.01%
1,698
369
$75K 0.01%
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370
$75K 0.01%
1,035
371
$74K 0.01%
1,394
-175
372
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922
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373
$73K 0.01%
1,438
374
$73K 0.01%
1,574
375
$73K 0.01%
450
13 14
15
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