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
101
$454K 0.16%
17,466
+360
102
$444K 0.15%
5,504
-1,408
103
$425K 0.15%
5,824
+188
104
$423K 0.15%
3,163
-739
105
$418K 0.14%
17,600
-5,350
106
$412K 0.14%
4,775
+378
107
$401K 0.14%
3,860
+2,501
108
$392K 0.13%
13,027
-1,750
109
$389K 0.13%
6,386
+1,526
110
$385K 0.13%
4,307
-2,286
111
$373K 0.13%
8,562
-571
112
$366K 0.13%
2,127
-100
113
$360K 0.12%
16,694
-2,341
114
$348K 0.12%
3,300
-4,000
115
$338K 0.12%
3,544
+100
116
$332K 0.11%
29,660
117
$328K 0.11%
5,290
-635
118
$324K 0.11%
7,171
-188
119
$309K 0.11%
+6,500
120
$291K 0.1%
1,264
+11
121
$281K 0.1%
5,354
-2,869
122
$280K 0.1%
5,541
-400
123
$280K 0.1%
4,299
124
$275K 0.09%
3,693
-150
125
$273K 0.09%
3,682
-700
3 4
5
6 7