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
751
$9K ﹤0.01%
20
752
$9K ﹤0.01%
66
753
$9K ﹤0.01%
55
+17
754
$9K ﹤0.01%
100
-25
755
$9K ﹤0.01%
+1,000
756
$9K ﹤0.01%
1,000
757
$9K ﹤0.01%
243
-294
758
$9K ﹤0.01%
300
759
$8K ﹤0.01%
63
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760
$8K ﹤0.01%
351
761
$8K ﹤0.01%
160
762
$8K ﹤0.01%
326
763
$8K ﹤0.01%
+800
764
$8K ﹤0.01%
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765
$8K ﹤0.01%
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+50
766
$8K ﹤0.01%
295
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$8K ﹤0.01%
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768
$8K ﹤0.01%
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769
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770
$8K ﹤0.01%
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$8K ﹤0.01%
36
772
$8K ﹤0.01%
24
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773
$7K ﹤0.01%
200
774
$7K ﹤0.01%
103
775
$7K ﹤0.01%
150
29 30
31
32 33