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
676
$14K ﹤0.01%
+1,258
677
$14K ﹤0.01%
440
678
$14K ﹤0.01%
+1,000
679
$14K ﹤0.01%
+3,000
680
$13K ﹤0.01%
245
681
$13K ﹤0.01%
66
682
$13K ﹤0.01%
500
+100
683
$13K ﹤0.01%
223
-436
684
$13K ﹤0.01%
164
685
$13K ﹤0.01%
450
+150
686
$13K ﹤0.01%
1,106
687
$13K ﹤0.01%
106
688
$13K ﹤0.01%
+125
689
$13K ﹤0.01%
27
690
$13K ﹤0.01%
485
691
$13K ﹤0.01%
+465
692
$13K ﹤0.01%
244
693
$13K ﹤0.01%
1,600
694
$13K ﹤0.01%
370
+100
695
$13K ﹤0.01%
100
+25
696
$13K ﹤0.01%
3,846
-255
697
$13K ﹤0.01%
1,500
698
$12K ﹤0.01%
109
699
$12K ﹤0.01%
+100
700
$12K ﹤0.01%
85
26 27
28
29 30