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
551
$26K ﹤0.01%
420
552
$26K ﹤0.01%
1,149
553
$26K ﹤0.01%
+450
554
$26K ﹤0.01%
552
+58
555
$26K ﹤0.01%
600
556
$26K ﹤0.01%
123
557
$26K ﹤0.01%
151
558
$25K ﹤0.01%
124
559
$25K ﹤0.01%
450
560
$25K ﹤0.01%
400
561
$25K ﹤0.01%
600
-238
562
$25K ﹤0.01%
1,100
563
$25K ﹤0.01%
630
+200
564
$25K ﹤0.01%
3,500
565
$25K ﹤0.01%
883
-50
566
$25K ﹤0.01%
892
567
$25K ﹤0.01%
406
-180
568
$25K ﹤0.01%
318
-20
569
$25K ﹤0.01%
330
570
$24K ﹤0.01%
368
+1
571
$24K ﹤0.01%
150
-75
572
$24K ﹤0.01%
303
+52
573
$24K ﹤0.01%
1,100
+400
574
$23K ﹤0.01%
127
575
$23K ﹤0.01%
660
+380
21 22
23
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