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
$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
State Street 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
351
$30K 0.01%
640
+6
352
$30K 0.01%
460
-332
353
$30K 0.01%
+1,700
354
$29K 0.01%
73
+20
355
$29K 0.01%
+1,000
356
$29K 0.01%
1,154
357
$29K 0.01%
1,183
358
$28K 0.01%
838
359
$28K 0.01%
500
360
$27K 0.01%
325
361
$27K 0.01%
175
362
$26K 0.01%
+411
363
$26K 0.01%
859
364
$26K 0.01%
+16
365
$26K 0.01%
215
-285
366
$26K 0.01%
1,000
367
$26K 0.01%
977
+8
368
$26K 0.01%
1,025
369
$25K 0.01%
943
370
$25K 0.01%
897
+9
371
$25K 0.01%
200
372
$24K 0.01%
165
373
$23K 0.01%
+700
374
$23K 0.01%
304
375
$23K 0.01%
+100
13 14
15
16 17