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
401
$54.4K 0.01%
1,549
-284
402
$54.2K 0.01%
1,400
403
$54.1K 0.01%
1,051
404
$53.9K 0.01%
1,415
405
$53.5K 0.01%
1,545
-29
406
$53.3K 0.01%
715
407
$53K 0.01%
1,140
408
$52.6K 0.01%
1,698
409
$52.5K 0.01%
4,800
+1,000
410
$51.8K 0.01%
1,280
411
$51K 0.01%
2,801
412
$50.1K 0.01%
1,000
413
$49.7K 0.01%
303
+1
414
$49.6K 0.01%
1,628
415
$49.5K 0.01%
700
416
$49.2K 0.01%
360
-73
417
$49.2K 0.01%
558
-43
418
$47.9K 0.01%
567
+558
419
$47.3K 0.01%
141
+37
420
$47K 0.01%
+600
421
$46.9K 0.01%
6,082
422
$46.8K 0.01%
901
-100
423
$46.4K 0.01%
187
-21
424
$46.2K 0.01%
266
425
$45.8K 0.01%
500
15 16
17
18 19