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
$804M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.11M
3
+$5.61M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$3.47M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.3M
2
+$9.23M
3
+$6.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.04M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.25M

Sector Composition

1 Technology 8.43%
2 Financials 5%
3 Healthcare 4.99%
4 Consumer Discretionary 3.63%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$171K 0.02%
3,759
-523
277
$170K 0.02%
10,000
278
$168K 0.02%
2,378
-83
279
$165K 0.02%
1,172
280
$159K 0.02%
4,560
-588
281
$158K 0.02%
2,502
282
$157K 0.02%
1,646
283
$155K 0.02%
1,345
284
$154K 0.02%
3,227
-1,000
285
$153K 0.02%
1,320
286
$150K 0.02%
3,674
287
$147K 0.02%
9,096
-1,492
288
$145K 0.02%
38,283
-3,435
289
$145K 0.02%
161,320
290
$143K 0.02%
5,697
+39
291
$143K 0.02%
11,739
-21,901
292
$141K 0.02%
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293
$140K 0.02%
1,791
294
$140K 0.02%
1,513
-95
295
$139K 0.02%
6,848
-308
296
$139K 0.02%
2,320
297
$138K 0.02%
1,070
-9
298
$136K 0.02%
1,300
299
$134K 0.02%
936
300
$133K 0.02%
5,389
10 11
12
13 14