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
151
$756K 0.08%
4,299
+1,197
152
$745K 0.08%
5,813
+5
153
$741K 0.08%
8,818
+422
154
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4,507
-58
155
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33,858
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156
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5,677
-100
157
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6,606
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158
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51,270
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159
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160
$666K 0.07%
+23,904
161
$661K 0.07%
46,436
162
$658K 0.07%
66,476
163
$635K 0.07%
5,491
-188
164
$632K 0.07%
10,452
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165
$629K 0.07%
16,790
+1,840
166
$611K 0.07%
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167
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168
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169
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5,477
170
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20,000
171
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10,871
-4,829
172
$575K 0.06%
6,599
+291
173
$554K 0.06%
3,485
174
$551K 0.06%
6,508
-55
175
$545K 0.06%
14,807
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