BDO Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$5.97M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.32M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$3.91M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.33M |
| 5 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$2.99M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
XYZ
Block Inc
XYZ
|
+$4.95M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.7M |
| 3 |
Vanguard Total Bond Market
BND
|
+$2.36M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.2M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.81M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 71.65% |
| 2 | Technology | 6.27% |
| 3 | Financials | 5.11% |
| 4 | Healthcare | 4.27% |
| 5 | Industrials | 2.71% |
Similar funds
BDO Wealth Advisors's Q4 2018 Portfolio in Review
As of Q4 2018, BDO Wealth Advisors held 666 positions worth $291M, down 6.1% from $309M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
BDO Wealth Advisors deployed $15.6M of net new capital in Q4 2018, opening 33 new positions and adding to 105 existing holdings. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 55,164 shares worth $2.82M.
By sector, the portfolio is most concentrated in Miscellaneous at 72% of assets, up from 64% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $2.7M trimmed.
- BDO Wealth Advisors's largest Q4 2018 buy was Vanguard Tax-Exempt Bond Index Fund: 55,164 shares worth $2.82M.
- BDO Wealth Advisors added most to PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2018, an estimated $5.97M increase.
- BDO Wealth Advisors's biggest Q4 2018 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $2.7M.
- BDO Wealth Advisors fully exited Block Inc in Q4 2018, selling an estimated $4.95M.
- BDO Wealth Advisors's ten largest holdings make up 40% of its $291M portfolio in Q4 2018.
- BDO Wealth Advisors opened 33 new positions and closed 94 in Q4 2018.
- BDO Wealth Advisors's portfolio value fell 6.1% quarter-over-quarter to $291M.
Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.