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
$937M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$7.32M
3
+$7.25M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.37M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.41M

Top Sells

1
+$14.5M
2
+$2.59M
3
+$2.5M
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
576
$23K ﹤0.01%
309
+25
577
$23K ﹤0.01%
490
578
$23K ﹤0.01%
1,257
+35
579
$23K ﹤0.01%
400
580
$23K ﹤0.01%
615
+4
581
$23K ﹤0.01%
140
-50
582
$22K ﹤0.01%
50
583
$22K ﹤0.01%
800
584
$22K ﹤0.01%
883
-150
585
$22K ﹤0.01%
80
-35
586
$22K ﹤0.01%
600
587
$21K ﹤0.01%
93
588
$21K ﹤0.01%
1,010
589
$21K ﹤0.01%
135
590
$20K ﹤0.01%
838
591
$20K ﹤0.01%
700
-800
592
$20K ﹤0.01%
60
593
$20K ﹤0.01%
125
594
$20K ﹤0.01%
82
595
$20K ﹤0.01%
101
596
$20K ﹤0.01%
435
597
$20K ﹤0.01%
200
598
$20K ﹤0.01%
1,000
599
$19K ﹤0.01%
200
+100
600
$19K ﹤0.01%
138
22 23
24
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