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
401
$60K 0.01%
926
402
$60K 0.01%
317
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403
$60K 0.01%
204
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406
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407
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408
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409
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411
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412
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413
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415
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365
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416
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418
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424
$52K 0.01%
1,650
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425
$52K 0.01%
435
15 16
17
18 19