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
$366M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.21M
3
+$1.28M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$23.4M
2
+$20M
3
+$1.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.07M

Sector Composition

1 Technology 6.53%
2 Financials 4.97%
3 Healthcare 4.49%
4 Industrials 2.75%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$130K 0.04%
+4,978
227
$130K 0.04%
2,620
228
$126K 0.03%
945
-27
229
$126K 0.03%
1,998
-632
230
$123K 0.03%
2,440
-4,040
231
$118K 0.03%
+252
232
$118K 0.03%
1,026
233
$112K 0.03%
2,180
-134
234
$111K 0.03%
+2,150
235
$110K 0.03%
+1,859
236
$107K 0.03%
+1,726
237
$107K 0.03%
573
+39
238
$105K 0.03%
3,900
-350
239
$104K 0.03%
625
240
$104K 0.03%
501
-177
241
$103K 0.03%
1,200
242
$102K 0.03%
1,358
243
$101K 0.03%
+3,575
244
$100K 0.03%
1,372
245
$100K 0.03%
3,366
+89
246
$99K 0.03%
1,993
-1,745
247
$98K 0.03%
915
-400
248
$98K 0.03%
813
249
$94K 0.03%
1,740
-40
250
$93K 0.03%
1,957
-443
8 9
10
11 12