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
76
$2.38M 0.25%
23,547
+666
77
$2.35M 0.25%
52,383
+1,375
78
$2.33M 0.25%
30,399
+25
79
$2.27M 0.24%
16,419
+755
80
$2.2M 0.24%
4,667
+140
81
$2.15M 0.23%
17,974
+1,400
82
$2.14M 0.23%
21,580
+195
83
$2.13M 0.23%
3,055
+87
84
$2.11M 0.23%
108,668
+6,484
85
$2.09M 0.22%
25,553
-1,857
86
$2.05M 0.22%
10,703
-1,083
87
$2.04M 0.22%
4,001
-15
88
$2.03M 0.22%
44,646
+5,033
89
$2M 0.21%
+160,308
90
$1.94M 0.21%
23,693
+559
91
$1.86M 0.2%
6,506
-426
92
$1.84M 0.2%
18,322
-108
93
$1.81M 0.19%
16,893
+80
94
$1.8M 0.19%
34,858
-950
95
$1.79M 0.19%
16,739
-519
96
$1.78M 0.19%
25,307
+561
97
$1.76M 0.19%
7,723
+687
98
$1.75M 0.19%
19,502
+753
99
$1.68M 0.18%
12,826
+714
100
$1.65M 0.18%
9,113
-1,070
2 3
4
5 6