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
751
$9K ﹤0.01%
900
752
$9K ﹤0.01%
18
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%
53
-65
760
$8K ﹤0.01%
36
761
$8K ﹤0.01%
63
+35
762
$8K ﹤0.01%
351
763
$8K ﹤0.01%
160
764
$8K ﹤0.01%
326
765
$8K ﹤0.01%
+800
766
$8K ﹤0.01%
99
767
$8K ﹤0.01%
111
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768
$8K ﹤0.01%
295
-600
769
$8K ﹤0.01%
700
770
$8K ﹤0.01%
312
771
$8K ﹤0.01%
+252
772
$8K ﹤0.01%
24
-5
773
$7K ﹤0.01%
+210
774
$7K ﹤0.01%
110
775
$7K ﹤0.01%
24
29 30
31
32 33