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
301
$176K 0.02%
2,488
+484
302
$176K 0.02%
5,570
303
$174K 0.02%
3,674
304
$173K 0.02%
936
305
$172K 0.02%
2,320
306
$171K 0.02%
2,947
307
$169K 0.02%
717
308
$168K 0.02%
3,787
309
$163K 0.02%
1,757
-723
310
$157K 0.02%
7,992
311
$156K 0.02%
1,651
+2
312
$155K 0.02%
1,239
+76
313
$154K 0.02%
2,596
+230
314
$152K 0.02%
542
+1
315
$152K 0.02%
635
+35
316
$151K 0.02%
1,345
317
$148K 0.02%
2,207
-2
318
$147K 0.02%
7,614
+144
319
$146K 0.02%
2,093
320
$144K 0.02%
38,566
-4,658
321
$144K 0.02%
2,280
+1
322
$142K 0.02%
8,311
+699
323
$140K 0.02%
1,300
-250
324
$139K 0.02%
1,691
-202
325
$138K 0.02%
665
11 12
13
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