BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
+10.11%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$344M
AUM Growth
+$53M
(+18%)
Cap. Flow
+$31.1M
Cap. Flow
% of AUM
9.06%
Top 10 Holdings %
Top 10 Hldgs %
38.36%
Holding
695
New
123
Increased
161
Reduced
107
Closed
63
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
+$3.25M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$2.6M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.57M |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$2.53M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.42M |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
+$905K |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$804K |
| 3 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$696K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$695K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$615K |
Sector Composition
| 1 | Technology | 6.65% |
| 2 | Financials | 4.91% |
| 3 | Healthcare | 4.27% |
| 4 | Industrials | 2.82% |
| 5 | Consumer Discretionary | 2.61% |
