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
$387M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.14M
3
+$1.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.34M

Top Sells

1
+$3.94M
2
+$2.32M
3
+$2.26M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.55M

Sector Composition

1 Technology 6.82%
2 Financials 4.85%
3 Healthcare 4.24%
4 Industrials 2.64%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$377K 0.1%
4,344
-9
127
$369K 0.1%
2,580
+100
128
$369K 0.1%
13,050
129
$365K 0.09%
2,674
-140
130
$362K 0.09%
3,821
+207
131
$357K 0.09%
1,626
-14
132
$346K 0.09%
3,872
+3
133
$344K 0.09%
3,708
+40
134
$342K 0.09%
3,612
+94
135
$342K 0.09%
2,214
-38
136
$340K 0.09%
3,595
+73
137
$331K 0.09%
2,926
138
$330K 0.09%
6,211
+1,891
139
$329K 0.08%
13,140
-3,580
140
$329K 0.08%
5,386
-182
141
$329K 0.08%
4,310
+1,305
142
$328K 0.08%
1,980
-35
143
$328K 0.08%
3,789
+9
144
$327K 0.08%
2,348
145
$326K 0.08%
6,500
146
$324K 0.08%
3,064
-7
147
$321K 0.08%
2,008
+14
148
$320K 0.08%
1,463
149
$316K 0.08%
6,280
150
$309K 0.08%
7,305
+54
4 5
6
7 8