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
476
$39K ﹤0.01%
2,300
477
$39K ﹤0.01%
1,025
478
$39K ﹤0.01%
159
479
$38K ﹤0.01%
786
-4,998
480
$38K ﹤0.01%
375
+1
481
$38K ﹤0.01%
305
-1,580
482
$38K ﹤0.01%
775
483
$38K ﹤0.01%
1,000
-100
484
$37K ﹤0.01%
500
485
$37K ﹤0.01%
1,098
486
$37K ﹤0.01%
988
+7
487
$37K ﹤0.01%
10,000
488
$37K ﹤0.01%
270
489
$36K ﹤0.01%
987
490
$35K ﹤0.01%
1,089
-500
491
$35K ﹤0.01%
999
492
$35K ﹤0.01%
520
-20
493
$35K ﹤0.01%
879
+1
494
$34K ﹤0.01%
440
+140
495
$34K ﹤0.01%
510
+2
496
$34K ﹤0.01%
260
497
$34K ﹤0.01%
340
498
$33K ﹤0.01%
1,756
-2,200
499
$33K ﹤0.01%
663
500
$33K ﹤0.01%
166
18 19
20
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