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
201
$103K 0.04%
2,091
-139
202
$100K 0.03%
630
+2
203
$100K 0.03%
2,353
-197
204
$98K 0.03%
1,205
+441
205
$97K 0.03%
1,026
-153
206
$96K 0.03%
2,435
207
$96K 0.03%
1,716
-1,353
208
$96K 0.03%
542
-1
209
$95K 0.03%
925
-646
210
$94K 0.03%
1,798
+2
211
$94K 0.03%
3,500
-2,950
212
$93K 0.03%
625
-100
213
$91K 0.03%
1,806
+7
214
$91K 0.03%
1,518
-75
215
$89K 0.03%
1,358
216
$89K 0.03%
3,730
-1,621
217
$87K 0.03%
813
-15
218
$86K 0.03%
3,277
+39
219
$83K 0.03%
+438
220
$82K 0.03%
680
-41
221
$81K 0.03%
1,550
-1,282
222
$80K 0.03%
4,708
223
$80K 0.03%
534
+2
224
$76K 0.03%
1,451
+174
225
$75K 0.03%
1,452
7 8
9
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