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
201
$174K 0.04%
1,080
202
$172K 0.04%
4,949
203
$170K 0.04%
1,918
+307
204
$169K 0.04%
8,847
205
$164K 0.04%
6,558
206
$164K 0.04%
6,807
207
$164K 0.04%
2,520
-249
208
$164K 0.04%
1,281
209
$162K 0.04%
3,247
-923
210
$162K 0.04%
3,182
-175
211
$160K 0.04%
7,450
+5,350
212
$157K 0.04%
3,440
213
$156K 0.04%
1,834
+3
214
$153K 0.04%
1,060
+4
215
$153K 0.04%
6,813
216
$152K 0.04%
2,620
217
$148K 0.04%
7,828
218
$147K 0.04%
3,496
-150
219
$141K 0.04%
4,802
+2
220
$140K 0.04%
880
-48
221
$138K 0.04%
2,060
+440
222
$135K 0.03%
1,815
223
$135K 0.03%
1,114
224
$127K 0.03%
1,015
-470
225
$127K 0.03%
252
7 8
9
10 11