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
251
$253K 0.03%
1,721
252
$240K 0.03%
3,130
253
$240K 0.03%
16,000
254
$239K 0.03%
4,227
255
$238K 0.03%
5,000
256
$237K 0.03%
5,565
257
$237K 0.03%
1,005
258
$236K 0.03%
1,818
259
$235K 0.03%
2,244
-86
260
$234K 0.03%
37,282
-3,604
261
$234K 0.03%
6,774
-503
262
$234K 0.03%
2,130
-4,425
263
$231K 0.03%
2,931
+250
264
$230K 0.03%
3,350
265
$229K 0.03%
678
+130
266
$226K 0.02%
2,107
-585
267
$226K 0.02%
1,516
-189
268
$223K 0.02%
61,000
269
$219K 0.02%
653
270
$218K 0.02%
7,325
-100
271
$210K 0.02%
2,110
272
$210K 0.02%
3,513
273
$210K 0.02%
8,412
+584
274
$204K 0.02%
1,929
+37
275
$203K 0.02%
5,326
9 10
11
12 13