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
$390M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.17M
3
+$3.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.58M

Top Sells

1
+$914K
2
+$858K
3
+$834K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$759K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$530K

Sector Composition

1 Technology 6.46%
2 Financials 4.89%
3 Healthcare 4.13%
4 Industrials 2.91%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$237K 0.06%
9,908
-7,455
177
$234K 0.06%
10,000
178
$230K 0.06%
2,900
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179
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180
$229K 0.06%
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181
$225K 0.06%
5,587
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182
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7,191
183
$222K 0.06%
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184
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1,120
+110
185
$216K 0.06%
750
186
$216K 0.06%
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187
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4,875
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188
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-75
189
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5,455
190
$204K 0.05%
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191
$198K 0.05%
4,170
192
$196K 0.05%
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193
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194
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195
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196
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197
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198
$187K 0.05%
778
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199
$186K 0.05%
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200
$185K 0.05%
25,000
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