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
626
$17K ﹤0.01%
1,600
627
$17K ﹤0.01%
562
-707
628
$17K ﹤0.01%
300
629
$17K ﹤0.01%
431
630
$17K ﹤0.01%
164
+114
631
$16K ﹤0.01%
130
+30
632
$16K ﹤0.01%
800
633
$16K ﹤0.01%
2,000
634
$16K ﹤0.01%
535
+16
635
$16K ﹤0.01%
100
636
$16K ﹤0.01%
166
637
$16K ﹤0.01%
760
638
$16K ﹤0.01%
125
-75
639
$16K ﹤0.01%
1,158
-700
640
$16K ﹤0.01%
71
641
$16K ﹤0.01%
998
642
$16K ﹤0.01%
350
643
$16K ﹤0.01%
166
644
$16K ﹤0.01%
72
645
$15K ﹤0.01%
90
646
$15K ﹤0.01%
63
647
$15K ﹤0.01%
550
648
$15K ﹤0.01%
25
649
$15K ﹤0.01%
101
+10
650
$15K ﹤0.01%
27
24 25
26
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