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
$291M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$4.04M
3
+$3.97M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.36M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.82M

Top Sells

1
+$4.95M
2
+$2.71M
3
+$2.39M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.78M

Sector Composition

1 Technology 6.27%
2 Financials 5.11%
3 Healthcare 4.25%
4 Industrials 2.71%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.43%
9,567
-1,005
52
$1.25M 0.43%
23,820
-2,100
53
$1.21M 0.42%
49,057
-153
54
$1.17M 0.4%
351,160
+29,480
55
$1.17M 0.4%
17,819
-219
56
$1.17M 0.4%
12,629
+289
57
$1.13M 0.39%
28,820
+14,060
58
$1.09M 0.38%
20,187
+15,772
59
$1.07M 0.37%
12,918
-82
60
$1.04M 0.36%
13,920
+1,740
61
$1.02M 0.35%
+22,673
62
$1.01M 0.35%
9,178
+48
63
$1M 0.34%
+20,200
64
$998K 0.34%
13,310
-706
65
$992K 0.34%
17,638
+2,353
66
$970K 0.33%
7,256
+7,186
67
$924K 0.32%
6,272
-190
68
$922K 0.32%
7,141
+2
69
$916K 0.32%
44,794
-2,417
70
$891K 0.31%
14,285
-345
71
$863K 0.3%
16,573
-646
72
$818K 0.28%
4,005
-50
73
$798K 0.27%
10,561
-358
74
$781K 0.27%
+17,655
75
$722K 0.25%
6,536
+252
1 2
3
4 5