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
801
$6K ﹤0.01%
125
802
$6K ﹤0.01%
254
803
$6K ﹤0.01%
25
804
$6K ﹤0.01%
78
805
$6K ﹤0.01%
100
806
$5K ﹤0.01%
30
807
$5K ﹤0.01%
94
808
$5K ﹤0.01%
300
809
$5K ﹤0.01%
50
-50
810
$5K ﹤0.01%
500
811
$5K ﹤0.01%
39
812
$5K ﹤0.01%
48
813
$5K ﹤0.01%
32
814
$5K ﹤0.01%
61
815
$5K ﹤0.01%
58
816
$5K ﹤0.01%
125
817
$5K ﹤0.01%
37
818
$5K ﹤0.01%
69
819
$5K ﹤0.01%
38
820
$5K ﹤0.01%
225
-2,806
821
$5K ﹤0.01%
149
-38
822
$5K ﹤0.01%
269
823
$5K ﹤0.01%
50
824
$5K ﹤0.01%
23
+10
825
$5K ﹤0.01%
25
31 32
33
34 35