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
876
$3K ﹤0.01%
125
877
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100
878
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200
879
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25
880
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40
881
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10
882
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883
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66
884
$3K ﹤0.01%
300
885
$3K ﹤0.01%
5
886
$3K ﹤0.01%
19
887
$3K ﹤0.01%
73
888
$3K ﹤0.01%
+100
889
$3K ﹤0.01%
1,050
890
$3K ﹤0.01%
300
891
$3K ﹤0.01%
12
892
$3K ﹤0.01%
41
893
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$3K ﹤0.01%
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896
$3K ﹤0.01%
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898
$3K ﹤0.01%
41
899
$3K ﹤0.01%
92
900
$3K ﹤0.01%
1,500
34 35
36
37 38