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
51
$3.4M 0.36%
26,110
+1,044
52
$3.31M 0.35%
9,259
+751
53
$3.3M 0.35%
24,080
+1,542
54
$3.25M 0.35%
89,419
+7,170
55
$3.22M 0.34%
12,375
+515
56
$3.17M 0.34%
31,231
+2,587
57
$3.16M 0.34%
10,515
+216
58
$3.15M 0.34%
15,573
+311
59
$3.12M 0.33%
8,846
-390
60
$3.08M 0.33%
62,007
+636
61
$3.06M 0.33%
9,994
+67
62
$3.02M 0.32%
21,640
-140
63
$3.02M 0.32%
82,941
-71,127
64
$2.99M 0.32%
16,879
-204
65
$2.84M 0.3%
21,357
+1,118
66
$2.8M 0.3%
15,343
+419
67
$2.79M 0.3%
10,199
+138
68
$2.77M 0.3%
54,289
+5,700
69
$2.73M 0.29%
139,713
-3,387
70
$2.66M 0.28%
20,200
+285
71
$2.65M 0.28%
64,301
+1,694
72
$2.53M 0.27%
9,448
+226
73
$2.52M 0.27%
24,428
+310
74
$2.48M 0.26%
54,810
+18,240
75
$2.4M 0.26%
63,739
+100
1 2
3
4 5