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
$804M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.11M
3
+$5.61M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$3.47M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.3M
2
+$9.23M
3
+$6.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.04M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.25M

Sector Composition

1 Technology 8.43%
2 Financials 5%
3 Healthcare 4.99%
4 Consumer Discretionary 3.63%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$83.3K 0.01%
3,455
+220
352
$82.1K 0.01%
5,454
+9
353
$81.9K 0.01%
1,303
-60
354
$81.4K 0.01%
477
+2
355
$81.1K 0.01%
1,267
356
$80.5K 0.01%
420
357
$80.3K 0.01%
597
358
$80K 0.01%
1,060
359
$79.8K 0.01%
6,437
360
$79.4K 0.01%
1,640
361
$78.7K 0.01%
3,750
-889
362
$77.6K 0.01%
1,450
363
$75.5K 0.01%
297
364
$74.6K 0.01%
1,798
-470
365
$72.4K 0.01%
1,438
366
$71.8K 0.01%
682
367
$71K 0.01%
211
368
$70.6K 0.01%
3,349
-1,012
369
$69.2K 0.01%
890
-355
370
$69K 0.01%
450
371
$69K 0.01%
147
-30
372
$68.8K 0.01%
1,015
373
$68.1K 0.01%
5,535
374
$67.7K 0.01%
+1,250
375
$67.5K 0.01%
274
13 14
15
16 17