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
326
$40K 0.01%
472
327
$39K 0.01%
289
+33
328
$39K 0.01%
+975
329
$38K 0.01%
892
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330
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331
$38K 0.01%
118
332
$38K 0.01%
1,400
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$37K 0.01%
+400
334
$37K 0.01%
1,950
335
$37K 0.01%
+1,495
336
$37K 0.01%
319
337
$36K 0.01%
+1,933
338
$36K 0.01%
1,406
339
$35K 0.01%
307
-114
340
$35K 0.01%
2,988
341
$35K 0.01%
609
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342
$35K 0.01%
2,400
-500
343
$35K 0.01%
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344
$35K 0.01%
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345
$34K 0.01%
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346
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347
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348
$32K 0.01%
400
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349
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1,700
-500
350
$31K 0.01%
466
12 13
14
15 16