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
126
$272K 0.09%
3,937
-1,068
127
$267K 0.09%
4,246
-125
128
$267K 0.09%
5,974
+606
129
$258K 0.09%
2,229
+506
130
$254K 0.09%
11,300
-400
131
$250K 0.09%
3,908
-263
132
$244K 0.08%
4,759
-125
133
$244K 0.08%
4,115
-250
134
$243K 0.08%
4,512
+1,310
135
$241K 0.08%
1,500
-100
136
$241K 0.08%
2,437
-251
137
$237K 0.08%
5,444
-260
138
$231K 0.08%
4,968
-40
139
$227K 0.08%
1,166
-46
140
$223K 0.08%
3,343
+184
141
$216K 0.07%
2,365
-346
142
$210K 0.07%
4,857
+1,485
143
$209K 0.07%
4,527
-1,137
144
$207K 0.07%
830
-75
145
$206K 0.07%
8,035
-3,894
146
$205K 0.07%
1,852
-68
147
$203K 0.07%
2,812
+1,128
148
$198K 0.07%
1,474
-20
149
$198K 0.07%
2,147
+553
150
$195K 0.07%
1,381
+329
4 5
6
7 8