BDO Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$7.79M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$7.38M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$7.17M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$6.49M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.59M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$14.3M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
+$2.62M |
| 3 |
Vanguard Total Bond Market
BND
|
+$2.57M |
| 4 |
HBMD
Howard Bancorp, Inc. Common Stock
HBMD
|
+$2.43M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.82M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.23% |
| 2 | Financials | 5.14% |
| 3 | Healthcare | 4.82% |
| 4 | Consumer Discretionary | 3.56% |
| 5 | Industrials | 2.96% |
Similar funds
BDO Wealth Advisors's Q1 2022 Portfolio in Review
As of Q1 2022, BDO Wealth Advisors held 1,172 positions worth $937M, down 0.88% from $945M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
BDO Wealth Advisors deployed $39.4M of net new capital in Q1 2022, opening 36 new positions and adding to 203 existing holdings. Its largest new stake was FNB Corp: 160,308 shares worth $2M.
By sector, the portfolio is most concentrated in Technology at 9.2% of assets, down from 9.7% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was iShares Core S&P Total US Stock Market ETF, an estimated $14.3M trimmed.
- BDO Wealth Advisors's largest Q1 2022 buy was FNB Corp: 160,308 shares worth $2M.
- BDO Wealth Advisors added most to iShares Core MSCI EAFE ETF in Q1 2022, an estimated $7.79M increase.
- BDO Wealth Advisors's biggest Q1 2022 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $14.3M.
- BDO Wealth Advisors fully exited Howard Bancorp, Inc. Common Stock in Q1 2022, selling an estimated $2.43M.
- BDO Wealth Advisors's ten largest holdings make up 41% of its $937M portfolio in Q1 2022.
- BDO Wealth Advisors opened 36 new positions and closed 67 in Q1 2022.
- BDO Wealth Advisors's portfolio value fell 0.88% quarter-over-quarter to $937M.
Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.