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
$569M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.31M
3
+$3.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.26M
5
BND icon
Vanguard Total Bond Market
BND
+$2.59M

Top Sells

1
+$18.6M
2
+$16.7M
3
+$7.83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.82M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.25M

Sector Composition

1 Technology 6.2%
2 Financials 5.19%
3 Healthcare 4.76%
4 Communication Services 3.47%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$41K 0.01%
3,000
352
$41K 0.01%
235
-173
353
$40K 0.01%
300
354
$39K 0.01%
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$37K 0.01%
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356
$37K 0.01%
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357
$37K 0.01%
472
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358
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205
359
$36K 0.01%
2,187
-7,760
360
$36K 0.01%
3,750
361
$35K 0.01%
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362
$35K 0.01%
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363
$35K 0.01%
3,500
364
$35K 0.01%
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365
$34K 0.01%
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366
$33K 0.01%
203
367
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1,250
368
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371
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227
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373
$32K 0.01%
490
374
$31K 0.01%
472
375
$31K 0.01%
250
13 14
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