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
476
$3K ﹤0.01%
72
477
$3K ﹤0.01%
50
478
$3K ﹤0.01%
369
-338
479
$3K ﹤0.01%
715
480
$3K ﹤0.01%
50
481
$3K ﹤0.01%
105
-366
482
$3K ﹤0.01%
510
+110
483
$3K ﹤0.01%
50
484
$3K ﹤0.01%
179
-10
485
$2K ﹤0.01%
159
+1
486
$2K ﹤0.01%
25
487
$2K ﹤0.01%
161
-28
488
$2K ﹤0.01%
125
-50
489
$2K ﹤0.01%
25
490
$2K ﹤0.01%
90
491
– –
0
492
$2K ﹤0.01%
80
493
$2K ﹤0.01%
86
494
$2K ﹤0.01%
+115
495
$2K ﹤0.01%
26
496
$2K ﹤0.01%
15
497
$2K ﹤0.01%
71
498
$2K ﹤0.01%
80
-390
499
$2K ﹤0.01%
165
+4
500
$2K ﹤0.01%
329
-211
18 19
20
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