BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$7.79M
2
+$7.38M
3
+$7.17M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.59M

Top Sells

1
+$14.3M
2
+$2.62M
3
+$2.57M
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%
83
727
$10K ﹤0.01%
60
728
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25
729
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110
730
$10K ﹤0.01%
300
-180
731
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15
-2
732
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146
+11
733
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734
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+183
735
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138
736
$10K ﹤0.01%
256
737
$10K ﹤0.01%
400
738
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308
739
$10K ﹤0.01%
600
740
$10K ﹤0.01%
275
741
$10K ﹤0.01%
114
742
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743
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744
$10K ﹤0.01%
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+100
745
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293
746
$10K ﹤0.01%
750
747
$9K ﹤0.01%
20
748
$9K ﹤0.01%
66
749
$9K ﹤0.01%
188
750
$9K ﹤0.01%
192
28 29
30
31 32