BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
+0.55%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$390M
AUM Growth
+$23.7M
(+6.5%)
Cap. Flow
+$28.4M
Cap. Flow
% of AUM
7.28%
Top 10 Holdings %
Top 10 Hldgs %
40.63%
Holding
675
New
54
Increased
136
Reduced
113
Closed
40
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$7.84M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.17M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$3.49M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.8M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$2.58M |
Top Sells
Sector Composition
| 1 | Technology | 6.46% |
| 2 | Financials | 4.89% |
| 3 | Healthcare | 4.13% |
| 4 | Industrials | 2.91% |
| 5 | Consumer Discretionary | 2.3% |
