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
101
$1.64M 0.17%
21,432
-772
102
$1.64M 0.17%
8,204
-1,111
103
$1.64M 0.17%
7,104
+496
104
$1.63M 0.17%
23,256
+1,278
105
$1.58M 0.17%
3,572
+7
106
$1.56M 0.17%
55,872
107
$1.55M 0.17%
15,464
-183
108
$1.54M 0.16%
7,487
+255
109
$1.53M 0.16%
2,655
-44
110
$1.48M 0.16%
17,933
+6,272
111
$1.48M 0.16%
8,413
-300
112
$1.47M 0.16%
163,199
-4,144
113
$1.43M 0.15%
+10,002
114
$1.39M 0.15%
27,644
+21,243
115
$1.35M 0.14%
9,004
+22
116
$1.28M 0.14%
4,496
+93
117
$1.24M 0.13%
9,384
+641
118
$1.22M 0.13%
24,274
+2,707
119
$1.22M 0.13%
11,984
+256
120
$1.21M 0.13%
78,577
-4,676
121
$1.17M 0.12%
14,115
-436
122
$1.15M 0.12%
19,791
+2,188
123
$1.11M 0.12%
7,260
-20
124
$1.09M 0.12%
9,183
+195
125
$1.08M 0.12%
4,363
-15
3 4
5
6 7