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BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$7.2M
2
+$3.23M
3
+$2.66M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.87M

Top Sells

1
+$2.18M
2
+$1.1M
3
+$994K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$732K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.24%
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
326
$134K 0.01%
4,639
-835
327
$134K 0.01%
1,090
328
$134K 0.01%
2,032
329
$131K 0.01%
2,300
330
$130K 0.01%
225
+9
331
$130K 0.01%
2,100
-750
332
$129K 0.01%
883
333
$128K 0.01%
32,254
-7,488
334
$124K 0.01%
2,250
335
$122K 0.01%
5,050
336
$122K 0.01%
1,461
337
$122K 0.01%
1,026
338
$120K 0.01%
1,035
339
$119K 0.01%
2,250
-248
340
$118K 0.01%
3,530
-928
341
$117K 0.01%
4,740
-246
342
$113K 0.01%
4,687
-48
343
$112K 0.01%
1,285
+148
344
$109K 0.01%
1,950
345
$109K 0.01%
275
346
$108K 0.01%
1,475
347
$108K 0.01%
606
-83
348
$108K 0.01%
9,200
349
$107K 0.01%
1,428
350
$103K 0.01%
2,154
-37
12 13
14
15 16