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
501
$33K ﹤0.01%
166
502
$33K ﹤0.01%
2,390
503
$33K ﹤0.01%
85
504
$33K ﹤0.01%
450
-107
505
$33K ﹤0.01%
442
506
$32K ﹤0.01%
724
507
$32K ﹤0.01%
318
508
$32K ﹤0.01%
322
509
$32K ﹤0.01%
689
-434
510
$32K ﹤0.01%
450
-400
511
$32K ﹤0.01%
182
512
$32K ﹤0.01%
245
513
$32K ﹤0.01%
1,564
514
$32K ﹤0.01%
983
515
$31K ﹤0.01%
1,790
+900
516
$31K ﹤0.01%
145
517
$31K ﹤0.01%
123
518
$31K ﹤0.01%
542
+325
519
$31K ﹤0.01%
238
520
$31K ﹤0.01%
1,299
521
$31K ﹤0.01%
490
522
$31K ﹤0.01%
258
523
$31K ﹤0.01%
330
524
$30K ﹤0.01%
601
+500
525
$30K ﹤0.01%
726
19 20
21
22 23