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
26
$2.69M 0.92%
27,526
-1,323
27
$2.42M 0.83%
55,782
-87
28
$2.3M 0.79%
20,137
+19,621
29
$2.15M 0.74%
31,053
-1,881
30
$2.09M 0.72%
43,668
-2,864
31
$2.06M 0.71%
43,966
+281
32
$2.02M 0.7%
48,829
-664
33
$1.95M 0.67%
7,790
-2,909
34
$1.94M 0.67%
27,154
-2,240
35
$1.84M 0.63%
8,240
-226
36
$1.83M 0.63%
24,946
-1,250
37
$1.74M 0.6%
12,602
-693
38
$1.74M 0.6%
16,005
+955
39
$1.67M 0.58%
17,082
-7,575
40
$1.65M 0.57%
53,055
-2,571
41
$1.57M 0.54%
13,953
+13,410
42
$1.51M 0.52%
7,986
-249
43
$1.5M 0.52%
12,501
+414
44
$1.46M 0.5%
14,620
+681
45
$1.45M 0.5%
30,640
-3,238
46
$1.42M 0.49%
24,980
+23,840
47
$1.33M 0.46%
+10,925
48
$1.3M 0.45%
19,686
-384
49
$1.28M 0.44%
4,807
-154
50
$1.26M 0.44%
13,828
+167
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