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
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%
72
632
$16K ﹤0.01%
130
+30
633
$16K ﹤0.01%
800
634
$16K ﹤0.01%
2,000
635
$16K ﹤0.01%
535
+16
636
$16K ﹤0.01%
100
637
$16K ﹤0.01%
166
638
$16K ﹤0.01%
760
639
$16K ﹤0.01%
125
-75
640
$16K ﹤0.01%
1,158
-700
641
$16K ﹤0.01%
71
642
$16K ﹤0.01%
998
643
$16K ﹤0.01%
350
644
$16K ﹤0.01%
166
645
$15K ﹤0.01%
140
646
$15K ﹤0.01%
176
647
$15K ﹤0.01%
34
648
$15K ﹤0.01%
5,000
649
$15K ﹤0.01%
90
650
$15K ﹤0.01%
63
24 25
26
27 28