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
$390M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.17M
3
+$3.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.58M

Top Sells

1
+$914K
2
+$858K
3
+$834K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$759K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$530K

Sector Composition

1 Technology 6.46%
2 Financials 4.89%
3 Healthcare 4.13%
4 Industrials 2.91%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
23
577
$3K ﹤0.01%
60
-22
578
$3K ﹤0.01%
100
-200
579
$3K ﹤0.01%
598
580
$3K ﹤0.01%
31
581
$3K ﹤0.01%
250
582
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41
583
$3K ﹤0.01%
50
584
$3K ﹤0.01%
182
585
$3K ﹤0.01%
300
586
$3K ﹤0.01%
51
587
$2K ﹤0.01%
334
+2
588
$2K ﹤0.01%
41
589
$2K ﹤0.01%
114
590
$2K ﹤0.01%
70
591
$2K ﹤0.01%
369
592
$2K ﹤0.01%
50
593
$2K ﹤0.01%
+100
594
$2K ﹤0.01%
105
-600
595
$2K ﹤0.01%
17
596
$2K ﹤0.01%
19
597
$2K ﹤0.01%
26
598
$2K ﹤0.01%
86
599
$2K ﹤0.01%
80
600
$2K ﹤0.01%
29
22 23
24
25 26