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
451
$7K ﹤0.01%
150
452
$7K ﹤0.01%
153
-50
453
$7K ﹤0.01%
33
-40
454
$7K ﹤0.01%
+210
455
$7K ﹤0.01%
125
456
$7K ﹤0.01%
500
457
$7K ﹤0.01%
117
-457
458
$7K ﹤0.01%
115
459
$7K ﹤0.01%
80
460
$7K ﹤0.01%
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461
$6K ﹤0.01%
200
462
$6K ﹤0.01%
142
-42
463
$6K ﹤0.01%
110
464
$6K ﹤0.01%
+70
465
$6K ﹤0.01%
100
466
$6K ﹤0.01%
120
467
$6K ﹤0.01%
155
468
$6K ﹤0.01%
100
469
$6K ﹤0.01%
100
470
$6K ﹤0.01%
124
471
$6K ﹤0.01%
79
472
$6K ﹤0.01%
18
473
$6K ﹤0.01%
166
474
$6K ﹤0.01%
40
475
$5K ﹤0.01%
120
17 18
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