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
526
$1K ﹤0.01%
200
527
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528
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529
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500
530
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+13
531
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10
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532
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533
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20
534
– –
0
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100
536
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68
537
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115
538
$1K ﹤0.01%
60
539
– –
-238
540
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-171
541
– –
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542
– –
-18
543
– –
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544
– –
-386
545
$0 ﹤0.01%
20
546
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547
– –
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548
$0 ﹤0.01%
15
549
$0 ﹤0.01%
50
-85
550
$0 ﹤0.01%
32
20 21
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