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
376
$31K 0.01%
648
+45
377
$31K 0.01%
747
378
$30K 0.01%
1,290
379
$30K 0.01%
838
380
$30K 0.01%
336
381
$30K 0.01%
1,700
382
$29K 0.01%
883
+1
383
$29K 0.01%
1,154
384
$28K ﹤0.01%
200
385
$28K ﹤0.01%
1,000
-3,175
386
$28K ﹤0.01%
225
387
$28K ﹤0.01%
1,182
388
$27K ﹤0.01%
500
389
$27K ﹤0.01%
160
-200
390
$27K ﹤0.01%
1,098
391
$26K ﹤0.01%
366
392
$26K ﹤0.01%
893
393
$26K ﹤0.01%
202
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394
$26K ﹤0.01%
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395
$26K ﹤0.01%
1,310
-750
396
$26K ﹤0.01%
615
397
$26K ﹤0.01%
134
398
$26K ﹤0.01%
225
-11
399
$25K ﹤0.01%
344
-60
400
$25K ﹤0.01%
1,042
14 15
16
17 18