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
601
$19K ﹤0.01%
+405
602
$19K ﹤0.01%
525
603
$19K ﹤0.01%
325
604
$19K ﹤0.01%
+268
605
$19K ﹤0.01%
415
606
$18K ﹤0.01%
4,378
607
$18K ﹤0.01%
583
-254
608
$18K ﹤0.01%
279
609
$18K ﹤0.01%
448
610
$18K ﹤0.01%
114
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611
$18K ﹤0.01%
335
+150
612
$18K ﹤0.01%
120
613
$18K ﹤0.01%
1,000
614
$18K ﹤0.01%
1,194
615
$18K ﹤0.01%
550
616
$18K ﹤0.01%
560
617
$18K ﹤0.01%
45
618
$18K ﹤0.01%
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619
$18K ﹤0.01%
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620
$17K ﹤0.01%
100
-25
621
$17K ﹤0.01%
1,009
622
$17K ﹤0.01%
57
-14
623
$17K ﹤0.01%
240
624
$17K ﹤0.01%
802
+60
625
$17K ﹤0.01%
100
23 24
25
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