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
1101
– –
-2,000
1102
$0 ﹤0.01%
9
1103
– –
-289
1104
$0 ﹤0.01%
10
1105
$0 ﹤0.01%
5
1106
– –
-67
1107
$0 ﹤0.01%
3
1108
$0 ﹤0.01%
2
1109
– –
-9
1110
– –
-100
1111
– –
0
1112
$0 ﹤0.01%
9
1113
– –
-25
1114
– –
-194
1115
– –
-300
1116
– –
0
1117
– –
-41
1118
– –
-546
1119
– –
-496
1120
$0 ﹤0.01%
5
1121
$0 ﹤0.01%
23
1122
– –
-2
1123
$0 ﹤0.01%
45
1124
$0 ﹤0.01%
6
1125
$0 ﹤0.01%
12
43 44
45
46 47