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
$569M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.31M
3
+$3.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.26M
5
BND icon
Vanguard Total Bond Market
BND
+$2.59M

Top Sells

1
+$18.6M
2
+$16.7M
3
+$7.83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.82M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.25M

Sector Composition

1 Technology 6.2%
2 Financials 5.19%
3 Healthcare 4.76%
4 Communication Services 3.47%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$141K 0.02%
10,502
+18
252
$134K 0.02%
1,745
253
$133K 0.02%
515
-160
254
$132K 0.02%
5,587
255
$131K 0.02%
750
256
$129K 0.02%
860
-235
257
$128K 0.02%
7,828
258
$127K 0.02%
1,813
-333
259
$124K 0.02%
4,487
260
$123K 0.02%
511
261
$123K 0.02%
1,232
+20
262
$122K 0.02%
9,640
+864
263
$120K 0.02%
1,475
264
$119K 0.02%
1,726
265
$116K 0.02%
702
-159
266
$116K 0.02%
910
+20
267
$115K 0.02%
1,394
268
$111K 0.02%
778
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269
$108K 0.02%
539
-15
270
$99K 0.02%
2,700
271
$98K 0.02%
5,000
272
$97K 0.02%
1,900
+1
273
$97K 0.02%
2,268
274
$96K 0.02%
775
-100
275
$94K 0.02%
215
9 10
11
12 13