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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.19M
3
+$2.35M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.06M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M

Top Sells

1
+$3.31M
2
+$2.82M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.62M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.47M

Sector Composition

1 Technology 6.33%
2 Healthcare 4.64%
3 Financials 4.58%
4 Consumer Discretionary 3.53%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$33K 0.01%
141
+123
377
$33K 0.01%
180
-25
378
$33K 0.01%
+278
379
$32K 0.01%
+2,160
380
$32K 0.01%
240
+15
381
$31K 0.01%
1,700
382
$31K 0.01%
624
-24
383
$29K ﹤0.01%
+186
384
$29K ﹤0.01%
600
385
$29K ﹤0.01%
1,154
386
$28K ﹤0.01%
360
+56
387
$28K ﹤0.01%
366
388
$28K ﹤0.01%
275
+225
389
$28K ﹤0.01%
838
390
$28K ﹤0.01%
+3,280
391
$27K ﹤0.01%
968
392
$27K ﹤0.01%
893
393
$27K ﹤0.01%
3,000
394
$27K ﹤0.01%
340
395
$26K ﹤0.01%
15
+11
396
$26K ﹤0.01%
1,182
397
$25K ﹤0.01%
1,017
-783
398
$25K ﹤0.01%
147
+13
399
$25K ﹤0.01%
1,098
400
$25K ﹤0.01%
472
14 15
16
17 18