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
376
$14K ﹤0.01%
100
377
$14K ﹤0.01%
400
378
$13K ﹤0.01%
150
379
$13K ﹤0.01%
81
-3
380
$13K ﹤0.01%
300
381
$13K ﹤0.01%
+1,106
382
$13K ﹤0.01%
333
+3
383
$13K ﹤0.01%
174
-138
384
$13K ﹤0.01%
500
385
$13K ﹤0.01%
200
-25
386
$12K ﹤0.01%
250
387
$12K ﹤0.01%
622
388
$12K ﹤0.01%
+918
389
$12K ﹤0.01%
90
+40
390
$12K ﹤0.01%
318
391
$12K ﹤0.01%
100
392
$12K ﹤0.01%
+200
393
– –
0
394
$12K ﹤0.01%
500
395
$12K ﹤0.01%
198
-6
396
$12K ﹤0.01%
350
397
$12K ﹤0.01%
100
398
$12K ﹤0.01%
130
-100
399
$12K ﹤0.01%
263
400
$11K ﹤0.01%
600
14 15
16
17 18