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
$387M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.14M
3
+$1.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.34M

Top Sells

1
+$3.94M
2
+$2.32M
3
+$2.26M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.55M

Sector Composition

1 Technology 6.82%
2 Financials 4.85%
3 Healthcare 4.24%
4 Industrials 2.64%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5K ﹤0.01%
158
502
$4K ﹤0.01%
100
503
$4K ﹤0.01%
+100
504
$4K ﹤0.01%
2
505
$4K ﹤0.01%
50
506
$4K ﹤0.01%
60
507
$4K ﹤0.01%
32
508
$4K ﹤0.01%
86
509
$4K ﹤0.01%
118
-178
510
$4K ﹤0.01%
53
511
$4K ﹤0.01%
+281
512
$4K ﹤0.01%
30
513
$4K ﹤0.01%
111
514
$4K ﹤0.01%
45
515
$4K ﹤0.01%
90
516
$4K ﹤0.01%
+100
517
$4K ﹤0.01%
12
518
$4K ﹤0.01%
32
519
$4K ﹤0.01%
23
520
$4K ﹤0.01%
+49
521
$4K ﹤0.01%
+37
522
$4K ﹤0.01%
+137
523
$4K ﹤0.01%
+120
524
$4K ﹤0.01%
51
525
$4K ﹤0.01%
+30
19 20
21
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