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
351
$102K 0.01%
9,020
352
$102K 0.01%
865
353
$100K 0.01%
1,800
354
$97K 0.01%
673
355
$97K 0.01%
658
-1,563
356
$96K 0.01%
4,615
-143
357
$96K 0.01%
2,075
-196
358
$95K 0.01%
479
-58
359
$95K 0.01%
1,483
+320
360
$94K 0.01%
1,211
361
$94K 0.01%
+11,841
362
$94K 0.01%
597
-7
363
$91K 0.01%
2,450
+13
364
$90K 0.01%
+1,267
365
$90K 0.01%
9,425
366
$90K 0.01%
1,689
367
$89K 0.01%
3,031
368
$89K 0.01%
1,525
-159
369
$89K 0.01%
5,124
+1,422
370
$89K 0.01%
279
+30
371
$88K 0.01%
1,060
372
$86K 0.01%
3,900
373
$86K 0.01%
1,632
374
$86K 0.01%
637
375
$84K 0.01%
1,400
13 14
15
16 17