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
$291M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$4.04M
3
+$3.97M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.36M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.82M

Top Sells

1
+$4.95M
2
+$2.71M
3
+$2.39M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.78M

Sector Composition

1 Technology 6.27%
2 Financials 5.11%
3 Healthcare 4.25%
4 Industrials 2.71%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$719K 0.25%
10,519
+540
77
$707K 0.24%
4,395
-319
78
$701K 0.24%
10,140
-148
79
$686K 0.24%
23,345
+879
80
$677K 0.23%
40,619
-5,484
81
$668K 0.23%
7,111
+255
82
$654K 0.23%
5,463
-524
83
$653K 0.22%
4,979
-4,086
84
$652K 0.22%
5,997
-2,945
85
$637K 0.22%
12,046
-1
86
$633K 0.22%
9,596
+1,816
87
$619K 0.21%
6,730
-1,521
88
$603K 0.21%
9,003
-278
89
$602K 0.21%
1,866
-101
90
$593K 0.2%
11,104
-672
91
$578K 0.2%
3,866
+149
92
$574K 0.2%
5,285
-200
93
$563K 0.19%
20,423
94
$560K 0.19%
5,367
+66
95
$546K 0.19%
8,005
-1,142
96
$525K 0.18%
8,519
-5,889
97
$506K 0.17%
+20,000
98
$485K 0.17%
5,805
+4,950
99
$467K 0.16%
9,143
+8,054
100
$458K 0.16%
3,587
+108
2 3
4
5 6