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
851
$4K ﹤0.01%
15
-100
852
$4K ﹤0.01%
100
853
$4K ﹤0.01%
109
854
$4K ﹤0.01%
17
855
$4K ﹤0.01%
475
856
$4K ﹤0.01%
7
857
$4K ﹤0.01%
14
858
$4K ﹤0.01%
89
859
$4K ﹤0.01%
200
860
$4K ﹤0.01%
101
-16
861
$4K ﹤0.01%
172
862
$4K ﹤0.01%
184
863
$4K ﹤0.01%
31
864
$4K ﹤0.01%
100
865
$4K ﹤0.01%
49
866
$4K ﹤0.01%
50
867
$4K ﹤0.01%
75
+25
868
$4K ﹤0.01%
400
869
$4K ﹤0.01%
210
870
$4K ﹤0.01%
100
871
$4K ﹤0.01%
384
-90
872
$4K ﹤0.01%
16
873
$4K ﹤0.01%
120
874
$3K ﹤0.01%
145
875
$3K ﹤0.01%
450
33 34
35
36 37