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
401
$11K ﹤0.01%
250
402
$11K ﹤0.01%
40
403
$11K ﹤0.01%
300
-552
404
$11K ﹤0.01%
113
405
$10K ﹤0.01%
75
-375
406
$10K ﹤0.01%
338
-65
407
$10K ﹤0.01%
219
408
$10K ﹤0.01%
225
-900
409
$10K ﹤0.01%
510
410
$10K ﹤0.01%
390
411
$10K ﹤0.01%
101
412
$10K ﹤0.01%
500
413
$10K ﹤0.01%
290
-190
414
$10K ﹤0.01%
102
+15
415
$10K ﹤0.01%
12,000
416
$9K ﹤0.01%
206
417
$9K ﹤0.01%
201
-25
418
$9K ﹤0.01%
100
419
$9K ﹤0.01%
165
-148
420
– –
0
421
$9K ﹤0.01%
300
-100
422
$9K ﹤0.01%
1,000
423
$9K ﹤0.01%
114
424
$9K ﹤0.01%
350
425
$8K ﹤0.01%
83
-66
15 16
17
18 19