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
826
$5K ﹤0.01%
90
827
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53
828
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62
829
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100
830
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831
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832
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18
833
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834
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835
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+50
836
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170
837
$5K ﹤0.01%
400
838
$5K ﹤0.01%
285
839
$5K ﹤0.01%
46
840
$4K ﹤0.01%
120
841
$4K ﹤0.01%
108
842
$4K ﹤0.01%
104
843
$4K ﹤0.01%
2
844
$4K ﹤0.01%
25
845
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45
846
$4K ﹤0.01%
127
847
$4K ﹤0.01%
144
848
$4K ﹤0.01%
46
849
$4K ﹤0.01%
60
850
$4K ﹤0.01%
475
32 33
34
35 36