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
$937M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$7.32M
3
+$7.25M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.37M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.41M

Top Sells

1
+$14.5M
2
+$2.59M
3
+$2.5M
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
26
$6.71M 0.72%
41,351
+11,099
27
$6.6M 0.7%
235,468
28
$6.36M 0.68%
39,000
+480
29
$6.05M 0.65%
44,353
+733
30
$5.83M 0.62%
41,960
+480
31
$5.55M 0.59%
169,935
-3,917
32
$5.46M 0.58%
115,366
-9,363
33
$5.33M 0.57%
107,442
+6,596
34
$5.3M 0.57%
194,100
+21,930
35
$4.95M 0.53%
23,343
+1,631
36
$4.92M 0.53%
88,207
+6,009
37
$4.74M 0.51%
12,954
+282
38
$4.74M 0.51%
17,071
-1,079
39
$4.64M 0.5%
7,859
+221
40
$4.56M 0.49%
63,256
-1,028
41
$4.03M 0.43%
18,967
+266
42
$4.02M 0.43%
17,060
-303
43
$3.98M 0.43%
10,986
-303
44
$3.98M 0.42%
13,282
+3
45
$3.94M 0.42%
24,180
-420
46
$3.92M 0.42%
75,752
-1,229
47
$3.75M 0.4%
16,876
+3,998
48
$3.61M 0.39%
69,739
+2,164
49
$3.61M 0.39%
10,047
+1,752
50
$3.51M 0.37%
16,500
+759
1
2
3 4 5