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
$387M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.14M
3
+$1.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.34M

Top Sells

1
+$3.94M
2
+$2.32M
3
+$2.26M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.55M

Sector Composition

1 Technology 6.82%
2 Financials 4.85%
3 Healthcare 4.24%
4 Industrials 2.64%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11K ﹤0.01%
+300
427
$11K ﹤0.01%
94
428
$11K ﹤0.01%
207
+1
429
$11K ﹤0.01%
48
+1
430
$11K ﹤0.01%
+360
431
$10K ﹤0.01%
202
432
$10K ﹤0.01%
400
433
$10K ﹤0.01%
110
434
$10K ﹤0.01%
250
435
$10K ﹤0.01%
200
436
$10K ﹤0.01%
180
437
$10K ﹤0.01%
48
-488
438
$10K ﹤0.01%
425
439
$10K ﹤0.01%
400
-2,000
440
$9K ﹤0.01%
+53
441
$9K ﹤0.01%
400
442
$9K ﹤0.01%
147
+72
443
$9K ﹤0.01%
130
444
$8K ﹤0.01%
900
445
$8K ﹤0.01%
210
446
$8K ﹤0.01%
500
447
$8K ﹤0.01%
300
448
$8K ﹤0.01%
75
449
$8K ﹤0.01%
1,000
450
$7K ﹤0.01%
150
16 17
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