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
$390M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.17M
3
+$3.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.58M

Top Sells

1
+$914K
2
+$858K
3
+$834K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$759K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$530K

Sector Composition

1 Technology 6.46%
2 Financials 4.89%
3 Healthcare 4.13%
4 Industrials 2.91%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$431K 0.11%
7,838
+14
127
$426K 0.11%
2,216
+170
128
$422K 0.11%
5,241
129
$414K 0.11%
4,780
-150
130
$397K 0.1%
6,608
+282
131
$386K 0.1%
2,814
+175
132
$364K 0.09%
4,353
+238
133
$364K 0.09%
3,071
+254
134
$354K 0.09%
16,720
+5,314
135
$353K 0.09%
6,609
+261
136
$352K 0.09%
3,300
137
$351K 0.09%
3,137
+153
138
$351K 0.09%
3,587
+3,574
139
$344K 0.09%
2,480
+1,800
140
$342K 0.09%
3,668
-100
141
$339K 0.09%
1,463
+135
142
$339K 0.09%
13,050
-130
143
$336K 0.09%
2,252
-35
144
$327K 0.08%
6,500
145
$322K 0.08%
1,640
-79
146
$316K 0.08%
2,348
-64
147
$316K 0.08%
6,280
148
$315K 0.08%
3,522
+441
149
$314K 0.08%
3,614
-195
150
$310K 0.08%
2,015
-140
4 5
6
7 8