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
201
$184K 0.05%
4,594
202
$181K 0.05%
1,217
-47
203
$179K 0.05%
4,020
204
$179K 0.05%
1,485
-475
205
$176K 0.05%
3,539
-259
206
$176K 0.05%
6,551
207
$175K 0.04%
3,718
-469
208
$175K 0.04%
6,094
209
$175K 0.04%
2,769
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210
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7,260
211
$169K 0.04%
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212
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1,281
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213
$160K 0.04%
4,949
214
$158K 0.04%
7,409
-46
215
$158K 0.04%
3,357
+1
216
$157K 0.04%
6,807
217
$157K 0.04%
6,015
218
$153K 0.04%
8,847
219
$150K 0.04%
6,558
220
$143K 0.04%
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221
$142K 0.04%
3,440
222
$141K 0.04%
2,797
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223
$141K 0.04%
2,260
224
$139K 0.04%
1,831
-596
225
$139K 0.04%
1,056
+5
7 8
9
10 11