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
176
$539K 0.06%
36,542
+10,506
177
$536K 0.06%
5,211
+162
178
$516K 0.06%
4,122
+908
179
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180
$499K 0.05%
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181
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-261
183
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184
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29,334
185
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4,250
186
$479K 0.05%
2,595
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187
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188
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2,778
-221
189
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16,000
190
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28,366
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191
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7,433
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195
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196
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4,974
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197
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16,100
198
$406K 0.04%
25,393
-1,100
199
$405K 0.04%
1,782
200
$398K 0.04%
1,787
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