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
176
$143K 0.05%
650
177
$143K 0.05%
6,558
178
$143K 0.05%
4,080
+592
179
$141K 0.05%
6,807
180
$141K 0.05%
5,000
-2
181
$141K 0.05%
3,520
182
$141K 0.05%
2,458
-1,492
183
$140K 0.05%
1,650
+300
184
$139K 0.05%
1,062
-15
185
$134K 0.05%
5,631
+1,821
186
$132K 0.05%
2,470
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187
$130K 0.04%
2,645
+814
188
$129K 0.04%
1,106
+517
189
$126K 0.04%
1,072
-100
190
$123K 0.04%
2,512
+272
191
$120K 0.04%
1,074
-889
192
$120K 0.04%
3,499
193
$119K 0.04%
2,097
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194
$119K 0.04%
1,908
-756
195
$111K 0.04%
2,536
-1,790
196
$108K 0.04%
900
-616
197
$105K 0.04%
2,224
-724
198
$105K 0.04%
680
-3,150
199
$104K 0.04%
4,250
200
$104K 0.04%
954
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