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
376
$71K 0.01%
10,000
377
$71K 0.01%
175
378
$71K 0.01%
611
379
$71K 0.01%
200
380
$69K 0.01%
525
381
$69K 0.01%
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382
$68K 0.01%
403
383
$68K 0.01%
1,652
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384
$68K 0.01%
209
385
$66K 0.01%
980
386
$66K 0.01%
306
387
$65K 0.01%
903
388
$65K 0.01%
2,905
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389
$64K 0.01%
888
390
$64K 0.01%
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391
$64K 0.01%
4,691
392
$63K 0.01%
390
+11
393
$63K 0.01%
1,240
394
$62K 0.01%
183
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395
$62K 0.01%
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-30
396
$61K 0.01%
1,001
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397
$61K 0.01%
558
398
$61K 0.01%
1,018
-21
399
$61K 0.01%
274
400
$61K 0.01%
588
14 15
16
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