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
$908M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.44M
3
+$2.58M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.86M

Top Sells

1
+$2.16M
2
+$1.07M
3
+$964K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$727K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.25%
2 Financials 5.44%
3 Healthcare 4.73%
4 Consumer Discretionary 3.58%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$325K 0.04%
4,137
-1,000
227
$314K 0.03%
1,184
228
$311K 0.03%
2,003
-556
229
$311K 0.03%
1,258
-225
230
$306K 0.03%
810
+140
231
$306K 0.03%
6,731
-997
232
$304K 0.03%
1,432
+170
233
$303K 0.03%
5,782
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234
$299K 0.03%
9,984
+1,291
235
$296K 0.03%
5,805
-97
236
$295K 0.03%
2,045
-544
237
$290K 0.03%
5,587
238
$289K 0.03%
6,378
239
$285K 0.03%
8,454
-3,620
240
$282K 0.03%
5,301
-60
241
$278K 0.03%
773
242
$277K 0.03%
6,506
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243
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244
$265K 0.03%
2,620
245
$264K 0.03%
5,201
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246
$263K 0.03%
7,882
247
$260K 0.03%
642
248
$258K 0.03%
4,986
+70
249
$258K 0.03%
3,690
-100
250
$258K 0.03%
3,338
-254
8 9
10
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