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
1026
$1K ﹤0.01%
16
1027
$1K ﹤0.01%
13
1028
$1K ﹤0.01%
7
1029
$1K ﹤0.01%
8
1030
$1K ﹤0.01%
20
1031
$1K ﹤0.01%
12
1032
$1K ﹤0.01%
70
1033
$1K ﹤0.01%
134
1034
$1K ﹤0.01%
61
1035
$1K ﹤0.01%
16
1036
$1K ﹤0.01%
15
1037
$1K ﹤0.01%
15
1038
$1K ﹤0.01%
41
1039
$1K ﹤0.01%
40
1040
$1K ﹤0.01%
6
1041
$1K ﹤0.01%
24
1042
$1K ﹤0.01%
14
1043
$1K ﹤0.01%
18
1044
$1K ﹤0.01%
50
-19
1045
$1K ﹤0.01%
7
1046
$1K ﹤0.01%
62
1047
$1K ﹤0.01%
19
1048
$1K ﹤0.01%
100
1049
$1K ﹤0.01%
31
1050
$1K ﹤0.01%
16
40 41
42
43 44