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
426
$8K ﹤0.01%
500
427
– –
0
428
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57
429
$8K ﹤0.01%
400
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$8K ﹤0.01%
500
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434
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900
436
– –
0
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200
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500
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$7K ﹤0.01%
200
-542
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$6K ﹤0.01%
125
441
$6K ﹤0.01%
+100
442
$6K ﹤0.01%
210
443
$6K ﹤0.01%
100
-647
444
$5K ﹤0.01%
180
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445
$5K ﹤0.01%
150
446
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20
447
$5K ﹤0.01%
+241
448
$5K ﹤0.01%
110
449
$5K ﹤0.01%
124
-345
450
$5K ﹤0.01%
470
16 17
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19 20