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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.19M
3
+$2.35M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.06M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M

Top Sells

1
+$3.31M
2
+$2.82M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.62M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.47M

Sector Composition

1 Technology 6.33%
2 Healthcare 4.64%
3 Financials 4.58%
4 Consumer Discretionary 3.53%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$182K 0.03%
1,240
+330
227
$181K 0.03%
6,975
+168
228
$179K 0.03%
1,815
-177
229
$179K 0.03%
3,628
+2,237
230
$178K 0.03%
2,500
231
$176K 0.03%
6,813
232
$174K 0.03%
6,378
233
$173K 0.03%
2,960
+220
234
$169K 0.03%
5,468
-146
235
$169K 0.03%
11,035
-2,000
236
$168K 0.03%
2,744
237
$167K 0.03%
4,149
+616
238
$163K 0.03%
1,121
239
$162K 0.03%
543
+32
240
$161K 0.03%
4,320
-30
241
$153K 0.02%
1,881
-204
242
$150K 0.02%
775
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243
$146K 0.02%
525
+10
244
$141K 0.02%
865
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245
$139K 0.02%
9,640
246
$138K 0.02%
3,580
-258
247
$134K 0.02%
7,828
248
$134K 0.02%
954
249
$128K 0.02%
1,713
-100
250
$127K 0.02%
5,587
8 9
10
11 12