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
$390M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.17M
3
+$3.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.58M

Top Sells

1
+$914K
2
+$858K
3
+$834K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$759K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$530K

Sector Composition

1 Technology 6.46%
2 Financials 4.89%
3 Healthcare 4.13%
4 Industrials 2.91%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
+600
427
$15K ﹤0.01%
12,000
428
$14K ﹤0.01%
250
429
$14K ﹤0.01%
88
430
$14K ﹤0.01%
1,106
431
$14K ﹤0.01%
225
432
$14K ﹤0.01%
319
+1
433
$14K ﹤0.01%
800
434
$14K ﹤0.01%
519
+1
435
$13K ﹤0.01%
75
436
$13K ﹤0.01%
960
437
$13K ﹤0.01%
100
438
$12K ﹤0.01%
250
439
$12K ﹤0.01%
918
440
$12K ﹤0.01%
98
441
$12K ﹤0.01%
140
442
$12K ﹤0.01%
750
443
$12K ﹤0.01%
114
444
$12K ﹤0.01%
500
445
$12K ﹤0.01%
250
446
$12K ﹤0.01%
580
-2,121
447
$11K ﹤0.01%
94
448
$11K ﹤0.01%
206
449
$11K ﹤0.01%
250
450
$11K ﹤0.01%
168
+1
16 17
18
19 20