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
726
$10K ﹤0.01%
90
727
$10K ﹤0.01%
110
728
$10K ﹤0.01%
300
-180
729
$10K ﹤0.01%
15
-2
730
$10K ﹤0.01%
146
+11
731
$10K ﹤0.01%
180
732
$10K ﹤0.01%
+183
733
$10K ﹤0.01%
138
734
$10K ﹤0.01%
256
735
$10K ﹤0.01%
400
736
$10K ﹤0.01%
308
737
$10K ﹤0.01%
60
738
$10K ﹤0.01%
25
739
$10K ﹤0.01%
600
740
$10K ﹤0.01%
275
741
$10K ﹤0.01%
114
742
$10K ﹤0.01%
48
743
$10K ﹤0.01%
125
+100
744
$10K ﹤0.01%
83
745
$10K ﹤0.01%
293
746
$10K ﹤0.01%
750
747
$9K ﹤0.01%
188
748
$9K ﹤0.01%
192
749
$9K ﹤0.01%
900
750
$9K ﹤0.01%
18
28 29
30
31 32