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
651
$15K ﹤0.01%
51
652
$15K ﹤0.01%
225
653
$15K ﹤0.01%
223
-22
654
$15K ﹤0.01%
264
-35
655
$15K ﹤0.01%
140
656
$15K ﹤0.01%
176
657
$15K ﹤0.01%
34
658
$15K ﹤0.01%
5,000
659
$15K ﹤0.01%
263
660
$14K ﹤0.01%
130
+125
661
$14K ﹤0.01%
772
-4
662
$14K ﹤0.01%
218
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663
$14K ﹤0.01%
150
-50
664
$14K ﹤0.01%
800
665
$14K ﹤0.01%
243
666
$14K ﹤0.01%
210
667
$14K ﹤0.01%
335
668
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669
$14K ﹤0.01%
200
670
$14K ﹤0.01%
777
-3
671
$14K ﹤0.01%
90
672
$14K ﹤0.01%
900
+500
673
$14K ﹤0.01%
+925
674
$14K ﹤0.01%
66
675
$14K ﹤0.01%
1,750
25 26
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