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
126
$1.07M 0.11%
81,406
-240
127
$1.07M 0.11%
9,731
-279
128
$1.04M 0.11%
7,479
+327
129
$1.04M 0.11%
68,037
+100
130
$1.03M 0.11%
71,749
-4,792
131
$1.03M 0.11%
7,827
-240
132
$1.02M 0.11%
14,174
-178
133
$1.02M 0.11%
10,247
-442
134
$990K 0.11%
2,937
-9
135
$979K 0.1%
5,629
136
$951K 0.1%
7,860
-5,485
137
$925K 0.1%
11,922
+115
138
$916K 0.1%
41,060
139
$910K 0.1%
25,313
+14
140
$905K 0.1%
8,273
+4,034
141
$858K 0.09%
30,000
142
$834K 0.09%
21,559
-935
143
$831K 0.09%
9,239
-137
144
$803K 0.09%
10,393
+3
145
$793K 0.08%
6,244
+606
146
$769K 0.08%
5,032
-101
147
$765K 0.08%
6,478
+239
148
$765K 0.08%
15,500
-2,000
149
$762K 0.08%
58,133
-3,718
150
$762K 0.08%
3,437
-115
4 5
6
7 8