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
401
$69K 0.01%
3,000
-600
402
$68K 0.01%
1,230
403
$67K 0.01%
296
+10
404
$67K 0.01%
108
-15
405
$67K 0.01%
48,751
406
$66K 0.01%
219
-4
407
$65K 0.01%
1,467
+1
408
$64K 0.01%
1,698
409
$63K 0.01%
10,000
410
$63K 0.01%
391
411
$63K 0.01%
450
-50
412
$63K 0.01%
511
+1
413
$62K 0.01%
3,956
414
$62K 0.01%
586
415
$61K 0.01%
2,035
416
$60K 0.01%
4,500
-52
417
$60K 0.01%
3,339
418
$60K 0.01%
403
419
$60K 0.01%
980
-500
420
$59K 0.01%
1,039
421
$58K 0.01%
274
422
$58K 0.01%
850
423
$58K 0.01%
615
424
$58K 0.01%
926
-50
425
$57K 0.01%
740
15 16
17
18 19