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
$387M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.14M
3
+$1.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.34M

Top Sells

1
+$3.94M
2
+$2.32M
3
+$2.26M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.55M

Sector Composition

1 Technology 6.82%
2 Financials 4.85%
3 Healthcare 4.24%
4 Industrials 2.64%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.42%
15,047
-940
52
$1.64M 0.42%
44,016
-5,405
53
$1.59M 0.41%
4,499
-345
54
$1.58M 0.41%
20,682
+3,398
55
$1.5M 0.39%
13,313
-999
56
$1.49M 0.38%
12,401
-1,196
57
$1.45M 0.37%
26,456
+12,741
58
$1.4M 0.36%
20,880
-2,100
59
$1.38M 0.36%
9,559
-798
60
$1.34M 0.35%
+11,729
61
$1.3M 0.34%
7,263
-682
62
$1.27M 0.33%
8,723
-585
63
$1.27M 0.33%
13,535
-902
64
$1.26M 0.32%
7,545
-565
65
$1.24M 0.32%
20,189
-1,135
66
$1.22M 0.32%
5,954
-181
67
$1.21M 0.31%
16,302
-1,880
68
$1.21M 0.31%
20,244
-4,376
69
$1.18M 0.31%
6,130
-635
70
$1.17M 0.3%
11,331
-725
71
$1.12M 0.29%
12,289
+18
72
$1.09M 0.28%
11,453
+93
73
$1.05M 0.27%
27,966
+5,758
74
$1.03M 0.27%
20,210
+10
75
$1.01M 0.26%
17,145
-1,276
1 2
3
4 5