BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
-0.88%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$908M
AUM Growth
+$5.11M
(+0.57%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
38.97%
Holding
1,170
New
39
Increased
179
Reduced
233
Closed
83
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$7.03M |
| 2 |
CTLT
CATALENT, INC.
CTLT
|
+$3.44M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.58M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$2.55M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.86M |
Top Sells
Sector Composition
| 1 | Technology | 8.25% |
| 2 | Financials | 5.44% |
| 3 | Healthcare | 4.73% |
| 4 | Consumer Discretionary | 3.58% |
| 5 | Communication Services | 3.35% |
