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
701
$12K ﹤0.01%
353
702
$12K ﹤0.01%
75
703
$12K ﹤0.01%
+300
704
$12K ﹤0.01%
45
705
$12K ﹤0.01%
347
706
$12K ﹤0.01%
47
-59
707
$12K ﹤0.01%
93
-107
708
$12K ﹤0.01%
900
709
$12K ﹤0.01%
+35
710
$12K ﹤0.01%
1,500
711
$12K ﹤0.01%
125
+75
712
$12K ﹤0.01%
+80
713
$11K ﹤0.01%
2,457
714
$11K ﹤0.01%
50
-21
715
$11K ﹤0.01%
97
716
$11K ﹤0.01%
135
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717
$11K ﹤0.01%
115
718
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719
$11K ﹤0.01%
200
720
$11K ﹤0.01%
61
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721
$11K ﹤0.01%
162
-1,740
722
$11K ﹤0.01%
69
723
$10K ﹤0.01%
1,100
724
$10K ﹤0.01%
603
725
$10K ﹤0.01%
111
-64
27 28
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