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
401
$25K ﹤0.01%
340
402
$25K ﹤0.01%
1,076
403
$25K ﹤0.01%
+600
404
$25K ﹤0.01%
118
405
$24K ﹤0.01%
968
406
$24K ﹤0.01%
859
407
$24K ﹤0.01%
1,495
408
$23K ﹤0.01%
+580
409
$23K ﹤0.01%
120
410
$23K ﹤0.01%
1,600
-333
411
$23K ﹤0.01%
+345
412
$23K ﹤0.01%
745
413
$22K ﹤0.01%
455
414
$22K ﹤0.01%
1,299
415
$22K ﹤0.01%
1,800
416
$22K ﹤0.01%
1,000
417
$22K ﹤0.01%
100
418
$21K ﹤0.01%
304
419
$21K ﹤0.01%
402
420
$21K ﹤0.01%
1,200
421
$21K ﹤0.01%
160
422
$21K ﹤0.01%
+300
423
$21K ﹤0.01%
890
+9
424
$21K ﹤0.01%
260
425
$21K ﹤0.01%
365
-126
15 16
17
18 19