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
176
$238K 0.06%
5,587
177
$235K 0.06%
5,455
178
$235K 0.06%
778
179
$230K 0.06%
2,178
-420
180
$226K 0.06%
10,506
-52,893
181
$223K 0.06%
3,878
182
$222K 0.06%
6,634
183
$220K 0.06%
750
184
$220K 0.06%
2,605
-2,490
185
$214K 0.06%
3,654
+1,387
186
$209K 0.05%
2,861
-39
187
$209K 0.05%
4,881
188
$203K 0.05%
4,485
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189
$200K 0.05%
3,922
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190
$198K 0.05%
1,217
191
$198K 0.05%
3,556
-464
192
$198K 0.05%
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193
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194
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1,940
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195
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6,015
196
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197
$185K 0.05%
6,094
198
$182K 0.05%
4,227
-367
199
$175K 0.05%
7,409
200
$175K 0.05%
6,551
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