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
551
$2K ﹤0.01%
86
552
$2K ﹤0.01%
79
553
$2K ﹤0.01%
13
-450
554
$2K ﹤0.01%
+24
555
$2K ﹤0.01%
114
556
$2K ﹤0.01%
70
557
$2K ﹤0.01%
369
558
$2K ﹤0.01%
89
-77
559
$2K ﹤0.01%
50
560
$2K ﹤0.01%
100
561
$2K ﹤0.01%
17
562
$2K ﹤0.01%
38
563
$2K ﹤0.01%
+750
564
$2K ﹤0.01%
166
-16
565
$1K ﹤0.01%
100
566
$1K ﹤0.01%
33
567
$1K ﹤0.01%
19
-149
568
$1K ﹤0.01%
15
569
$1K ﹤0.01%
334
570
$1K ﹤0.01%
32
-9
571
$1K ﹤0.01%
65
-2
572
$1K ﹤0.01%
25
573
$1K ﹤0.01%
50
574
$1K ﹤0.01%
10
-7,105
575
$1K ﹤0.01%
13
21 22
23
24 25