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
401
$25K ﹤0.01%
260
402
$24K ﹤0.01%
1,600
403
$24K ﹤0.01%
455
404
$24K ﹤0.01%
402
+37
405
$24K ﹤0.01%
1,076
406
$23K ﹤0.01%
245
407
$23K ﹤0.01%
900
+10
408
$23K ﹤0.01%
1,299
409
$23K ﹤0.01%
263
410
$22K ﹤0.01%
1,200
411
$22K ﹤0.01%
1,290
412
$22K ﹤0.01%
687
413
$22K ﹤0.01%
128
-32
414
$22K ﹤0.01%
615
415
$22K ﹤0.01%
338
416
$22K ﹤0.01%
765
-1,444
417
$22K ﹤0.01%
1,000
418
$21K ﹤0.01%
66
+6
419
$21K ﹤0.01%
792
-250
420
$21K ﹤0.01%
1,128
421
$20K ﹤0.01%
534
+95
422
$20K ﹤0.01%
838
423
$20K ﹤0.01%
230
+30
424
$20K ﹤0.01%
66
+31
425
$20K ﹤0.01%
106
15 16
17
18 19