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
276
$203K 0.02%
1,217
-34
277
$202K 0.02%
21,329
-2,592
278
$200K 0.02%
5,320
+200
279
$199K 0.02%
6,324
280
$198K 0.02%
2,460
281
$198K 0.02%
15,013
-3,193
282
$196K 0.02%
1,320
283
$193K 0.02%
9,392
284
$193K 0.02%
2,550
-131
285
$193K 0.02%
1,074
-70
286
$193K 0.02%
6,000
287
$193K 0.02%
6,652
-1,600
288
$191K 0.02%
2,098
289
$190K 0.02%
3,695
290
$188K 0.02%
+7,931
291
$188K 0.02%
21,027
-5,233
292
$186K 0.02%
1,845
293
$186K 0.02%
19,569
-2,670
294
$184K 0.02%
1,500
295
$181K 0.02%
11,035
296
$180K 0.02%
12,127
-6,226
297
$180K 0.02%
7,212
298
$180K 0.02%
2,956
+406
299
$179K 0.02%
213
+90
300
$176K 0.02%
1,652
+282
10 11
12
13 14