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
$908M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.44M
3
+$2.58M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.86M

Top Sells

1
+$2.16M
2
+$1.07M
3
+$964K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$727K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.25%
2 Financials 5.44%
3 Healthcare 4.73%
4 Consumer Discretionary 3.58%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$83K 0.01%
894
-30
377
$83K 0.01%
175
378
$83K 0.01%
145
379
$83K 0.01%
1,624
-25
380
$82K 0.01%
2,500
381
$81K 0.01%
1,350
382
$81K 0.01%
2,260
383
$80K 0.01%
204
384
$80K 0.01%
625
385
$79K 0.01%
1,293
-255
386
$77K 0.01%
1,054
-621
387
$76K 0.01%
2,526
-381
388
$76K 0.01%
771
389
$75K 0.01%
420
-140
390
$74K 0.01%
1,450
391
$74K 0.01%
1,250
392
$73K 0.01%
1,438
393
$73K 0.01%
540
394
$71K 0.01%
3,260
+292
395
$70K 0.01%
1,464
396
$70K 0.01%
999
397
$70K 0.01%
200
398
$69K 0.01%
286
399
$69K 0.01%
611
400
$69K 0.01%
1,240
14 15
16
17 18