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
526
$29K ﹤0.01%
285
527
$29K ﹤0.01%
4,064
-7,777
528
$29K ﹤0.01%
242
+200
529
$29K ﹤0.01%
140
530
$29K ﹤0.01%
884
531
$29K ﹤0.01%
276
532
$29K ﹤0.01%
377
+1
533
$29K ﹤0.01%
101
534
$29K ﹤0.01%
265
535
$29K ﹤0.01%
390
536
$29K ﹤0.01%
154
537
$29K ﹤0.01%
+1,000
538
$28K ﹤0.01%
279
+1
539
$28K ﹤0.01%
460
540
$28K ﹤0.01%
109
541
$28K ﹤0.01%
338
542
$27K ﹤0.01%
246
543
$27K ﹤0.01%
1,068
+3
544
$27K ﹤0.01%
382
545
$27K ﹤0.01%
108
546
$27K ﹤0.01%
1,101
547
$27K ﹤0.01%
699
+132
548
$27K ﹤0.01%
42
549
$27K ﹤0.01%
570
+250
550
$26K ﹤0.01%
1,222
+122
20 21
22
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