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
276
$91K 0.02%
2,050
277
$91K 0.02%
1,548
-38
278
$91K 0.02%
1,540
279
$90K 0.02%
602
280
$89K 0.02%
6,010
281
$89K 0.02%
1,989
282
$85K 0.01%
1,705
-15
283
$85K 0.01%
39
284
$84K 0.01%
3,921
285
$84K 0.01%
750
286
$82K 0.01%
3,600
287
$81K 0.01%
1,102
288
$81K 0.01%
720
-1,762
289
$80K 0.01%
3,750
-8,100
290
$78K 0.01%
3,050
-983
291
$77K 0.01%
6,216
292
$77K 0.01%
4,679
293
$74K 0.01%
1,929
294
$73K 0.01%
1,438
295
$72K 0.01%
1,358
296
$72K 0.01%
255
-117
297
$71K 0.01%
2,544
298
$71K 0.01%
450
-185
299
$70K 0.01%
+5,000
300
$68K 0.01%
610
10 11
12
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