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
251
$92K 0.03%
+4,679
252
$91K 0.02%
680
253
$91K 0.02%
+1,540
254
$89K 0.02%
1,000
255
$86K 0.02%
+8,296
256
$86K 0.02%
+1,114
257
$86K 0.02%
1,346
-1,092
258
$85K 0.02%
+5,027
259
$85K 0.02%
778
-773
260
$83K 0.02%
339
+9
261
$81K 0.02%
+2,271
262
$80K 0.02%
1,452
263
$76K 0.02%
4,110
+2,910
264
$75K 0.02%
1,203
-901
265
$75K 0.02%
2,084
-2,028
266
$74K 0.02%
3,155
-750
267
$73K 0.02%
1,438
268
$73K 0.02%
667
-2,733
269
$73K 0.02%
2,358
270
$72K 0.02%
10,000
271
$71K 0.02%
1,080
272
$70K 0.02%
548
+1
273
$69K 0.02%
1,172
-343
274
$68K 0.02%
950
-50
275
$68K 0.02%
701
-83
9 10
11
12 13