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
501
$2K ﹤0.01%
50
502
$2K ﹤0.01%
45
503
$2K ﹤0.01%
+117
504
$2K ﹤0.01%
30
-96
505
$2K ﹤0.01%
70
506
$2K ﹤0.01%
50
507
$2K ﹤0.01%
150
508
$2K ﹤0.01%
17
509
$2K ﹤0.01%
38
510
$2K ﹤0.01%
150
511
$2K ﹤0.01%
60
512
$2K ﹤0.01%
150
513
$2K ﹤0.01%
350
-150
514
$2K ﹤0.01%
+20
515
$2K ﹤0.01%
156
+1
516
$1K ﹤0.01%
100
-160
517
$1K ﹤0.01%
100
518
$1K ﹤0.01%
1,000
519
$1K ﹤0.01%
33
520
$1K ﹤0.01%
260
521
$1K ﹤0.01%
100
522
$1K ﹤0.01%
40
523
$1K ﹤0.01%
158
+3
524
$1K ﹤0.01%
75
525
$1K ﹤0.01%
10
-1,386
19 20
21
22 23