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
151
$303K 0.08%
1,665
+134
152
$299K 0.08%
5,885
+1,010
153
$299K 0.08%
2,800
-500
154
$296K 0.08%
4,968
155
$296K 0.08%
4,816
-130
156
$296K 0.08%
13,950
-46,410
157
$286K 0.07%
2,580
158
$282K 0.07%
2,354
+2,252
159
$282K 0.07%
1,881
160
$280K 0.07%
9,501
-110
161
$277K 0.07%
3,420
+60
162
$277K 0.07%
2,395
163
$272K 0.07%
7,440
+32
164
$271K 0.07%
2,971
165
$271K 0.07%
5,613
166
$270K 0.07%
1,121
+1
167
$270K 0.07%
4,779
+3,794
168
$269K 0.07%
4,560
169
$255K 0.07%
2,724
+319
170
$254K 0.07%
15,225
171
$252K 0.07%
10,000
172
$246K 0.06%
2,940
+40
173
$243K 0.06%
7,191
174
$241K 0.06%
9,894
-9
175
$239K 0.06%
3,944
-300
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7
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