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
151
$195K 0.07%
2,910
152
$194K 0.07%
2,529
+878
153
$190K 0.07%
2,950
-200
154
$188K 0.06%
6,322
-295
155
$186K 0.06%
2,218
156
$184K 0.06%
1,377
157
$183K 0.06%
1,389
158
$181K 0.06%
60,000
-500
159
$179K 0.06%
+5,420
160
$179K 0.06%
1,165
+192
161
$178K 0.06%
2,139
+147
162
$178K 0.06%
4,738
163
$176K 0.06%
170
164
$175K 0.06%
2,555
+960
165
$162K 0.06%
4,845
+2,552
166
$158K 0.05%
4,400
167
$153K 0.05%
3,726
-1,744
168
$153K 0.05%
2,072
169
$152K 0.05%
4,594
170
$151K 0.05%
2,295
171
$151K 0.05%
2,272
+572
172
$150K 0.05%
4,727
-1,743
173
$150K 0.05%
9,876
-1,300
174
$150K 0.05%
3,324
-354
175
$149K 0.05%
1,831
+834
5 6
7
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