BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
+5.78%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$945M
AUM Growth
+$36.7M
(+4%)
Cap. Flow
-$7.52M
Cap. Flow
% of AUM
-0.8%
Top 10 Holdings %
Top 10 Hldgs %
38.12%
Holding
1,181
New
97
Increased
249
Reduced
214
Closed
44
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.17M |
| 2 |
Salesforce
CRM
|
+$3.17M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$2.09M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.85M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.78M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.85M |
| 2 |
Vanguard Total Bond Market
BND
|
+$3.8M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.87M |
| 4 |
Alcoa
AA
|
+$1.52M |
| 5 |
Unum
UNM
|
+$1.47M |
Sector Composition
| 1 | Technology | 9.66% |
| 2 | Financials | 5.12% |
| 3 | Healthcare | 4.98% |
| 4 | Consumer Discretionary | 3.91% |
| 5 | Communication Services | 3.03% |
