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
$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
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
401
$16K ﹤0.01%
+315
402
$16K ﹤0.01%
+750
403
$16K ﹤0.01%
300
404
$16K ﹤0.01%
134
405
$16K ﹤0.01%
+500
406
$16K ﹤0.01%
263
-20
407
$15K ﹤0.01%
300
408
$15K ﹤0.01%
+280
409
$15K ﹤0.01%
+400
410
$15K ﹤0.01%
+1,000
411
$14K ﹤0.01%
250
412
$14K ﹤0.01%
1,106
413
$14K ﹤0.01%
318
414
$14K ﹤0.01%
800
415
$14K ﹤0.01%
98
416
$14K ﹤0.01%
+960
417
$14K ﹤0.01%
125
-100
418
$14K ﹤0.01%
130
419
$13K ﹤0.01%
+242
420
$13K ﹤0.01%
75
421
$13K ﹤0.01%
88
-85
422
$13K ﹤0.01%
918
423
$13K ﹤0.01%
225
424
$12K ﹤0.01%
466
-4,333
425
$12K ﹤0.01%
250
15 16
17
18 19