BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$7.38M
3
+$7.17M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.59M

Top Sells

1
+$14.3M
2
+$2.62M
3
+$2.57M
4
HBMD
Howard Bancorp, Inc. Common Stock
HBMD
+$2.43M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.82M

Sector Composition

1 Technology 9.23%
2 Financials 5.14%
3 Healthcare 4.82%
4 Consumer Discretionary 3.56%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$44K ﹤0.01%
1,395
452
$44K ﹤0.01%
395
453
$44K ﹤0.01%
200
454
$44K ﹤0.01%
6,082
455
$44K ﹤0.01%
517
456
$44K ﹤0.01%
48,751
457
$44K ﹤0.01%
514
+2
458
$43K ﹤0.01%
172
459
$43K ﹤0.01%
385
460
$43K ﹤0.01%
107
461
$43K ﹤0.01%
1,451
462
$43K ﹤0.01%
145
463
$43K ﹤0.01%
741
464
$43K ﹤0.01%
820
465
$42K ﹤0.01%
2,310
-4,138
466
$42K ﹤0.01%
893
467
$42K ﹤0.01%
663
+1
468
$42K ﹤0.01%
700
469
$40K ﹤0.01%
1,750
470
$40K ﹤0.01%
317
471
$40K ﹤0.01%
1,294
-1,232
472
$40K ﹤0.01%
700
473
$40K ﹤0.01%
1,840
474
$40K ﹤0.01%
5,000
475
$40K ﹤0.01%
4,294
17 18
19
20 21