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
276
$67K 0.02%
2,414
-816
277
$65K 0.02%
1,204
-47
278
$64K 0.02%
1,190
-1,940
279
$64K 0.02%
4,016
280
$63K 0.02%
306
281
$63K 0.02%
1,010
282
$63K 0.02%
1,200
283
$62K 0.02%
952
+206
284
$59K 0.02%
+1,720
285
$59K 0.02%
240
-307
286
$59K 0.02%
408
-284
287
$59K 0.02%
444
288
$58K 0.02%
+2,544
289
$58K 0.02%
830
+60
290
$58K 0.02%
622
291
$57K 0.02%
2,701
-21,549
292
$56K 0.02%
1,395
-525
293
$56K 0.02%
5,325
-960
294
$56K 0.02%
+5,400
295
$54K 0.01%
+2,400
296
$53K 0.01%
365
297
$53K 0.01%
415
+24
298
$52K 0.01%
1,150
-400
299
$52K 0.01%
860
300
$52K 0.01%
+2,050
10 11
12
13 14