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
376
$23K 0.01%
301
-750
377
$23K 0.01%
+2,000
378
$23K 0.01%
281
379
$23K 0.01%
+800
380
$23K 0.01%
332
381
$22K 0.01%
+2,500
382
$22K 0.01%
190
383
$22K 0.01%
1,550
384
$21K 0.01%
1,128
385
$21K 0.01%
+1,000
386
$21K 0.01%
206
-55
387
$21K 0.01%
425
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388
$20K 0.01%
482
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389
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390
$20K 0.01%
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391
$20K 0.01%
463
392
$19K 0.01%
+2,000
393
$19K 0.01%
551
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$19K 0.01%
560
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$18K ﹤0.01%
300
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50
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397
$17K ﹤0.01%
600
398
$17K ﹤0.01%
105
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399
$16K ﹤0.01%
518
-18
400
$16K ﹤0.01%
+315
14 15
16
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