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
376
$67.3K 0.01%
2,120
+70
377
$67.1K 0.01%
723
+680
378
$67K 0.01%
2,281
-2,300
379
$66.5K 0.01%
555
-85
380
$64.4K 0.01%
2,238
-1,800
381
$62.7K 0.01%
209
382
$62.6K 0.01%
980
383
$62.4K 0.01%
481
384
$62.3K 0.01%
888
385
$61.1K 0.01%
1,018
386
$60.6K 0.01%
1,038
387
$60.5K 0.01%
5,882
-334
388
$60K 0.01%
525
389
$58.9K 0.01%
5,098
-826
390
$58.6K 0.01%
1,897
-118
391
$58.5K 0.01%
403
392
$57.9K 0.01%
1,240
393
$57.7K 0.01%
611
394
$57.5K 0.01%
2,268
-103
395
$57.4K 0.01%
567
+2
396
$57.4K 0.01%
519
+1
397
$57.4K 0.01%
175
398
$57K 0.01%
10,928
-5,475
399
$56.9K 0.01%
174
400
$54.5K 0.01%
1,250
-350
14 15
16
17 18