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
451
$5K ﹤0.01%
47
452
$5K ﹤0.01%
219
-73
453
$5K ﹤0.01%
20
454
$4K ﹤0.01%
111
-111
455
$4K ﹤0.01%
144
-1,666
456
$4K ﹤0.01%
75
457
$4K ﹤0.01%
598
458
$4K ﹤0.01%
200
459
$4K ﹤0.01%
208
460
$4K ﹤0.01%
14
461
$4K ﹤0.01%
95
462
$4K ﹤0.01%
22
463
$4K ﹤0.01%
53
-2,000
464
$4K ﹤0.01%
100
465
$4K ﹤0.01%
100
-118
466
$4K ﹤0.01%
217
-2,122
467
$4K ﹤0.01%
75
468
$4K ﹤0.01%
158
469
$3K ﹤0.01%
179
-10
470
$3K ﹤0.01%
75
471
$3K ﹤0.01%
90
472
$3K ﹤0.01%
50
473
$3K ﹤0.01%
2
474
$3K ﹤0.01%
300
475
$3K ﹤0.01%
10
17 18
19
20 21