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
201
$398K 0.04%
1,938
-22
202
$393K 0.04%
4,055
+9
203
$386K 0.04%
1,597
-59
204
$383K 0.04%
10,006
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205
$377K 0.04%
37,334
-2,294
206
$369K 0.04%
1,972
-300
207
$366K 0.04%
1,437
-75
208
$365K 0.04%
2,575
-193
209
$361K 0.04%
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210
$358K 0.04%
1,246
-19
211
$356K 0.04%
11,416
+1,993
212
$352K 0.04%
788
+4
213
$340K 0.04%
1,745
-83
214
$339K 0.04%
3,850
-150
215
$308K 0.03%
3,767
-370
216
$306K 0.03%
1,222
217
$304K 0.03%
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218
$302K 0.03%
6,378
219
$301K 0.03%
912
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220
$300K 0.03%
18,022
-751
221
$294K 0.03%
4,476
222
$292K 0.03%
4,706
-807
223
$291K 0.03%
21,608
224
$289K 0.03%
389
225
$285K 0.03%
15,969
-1,324
7 8
9
10 11