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
$366M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.21M
3
+$1.28M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$23.4M
2
+$20M
3
+$1.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.07M

Sector Composition

1 Technology 6.53%
2 Financials 4.97%
3 Healthcare 4.49%
4 Industrials 2.75%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K ﹤0.01%
+700
427
$12K ﹤0.01%
+250
428
$12K ﹤0.01%
+140
429
$12K ﹤0.01%
+750
430
$12K ﹤0.01%
100
431
$12K ﹤0.01%
250
-250
432
$11K ﹤0.01%
94
-500
433
$11K ﹤0.01%
206
434
$11K ﹤0.01%
219
435
$11K ﹤0.01%
167
+1
436
$11K ﹤0.01%
57
-700
437
$11K ﹤0.01%
114
438
$11K ﹤0.01%
390
439
$11K ﹤0.01%
500
-800
440
$11K ﹤0.01%
705
441
$11K ﹤0.01%
102
442
$10K ﹤0.01%
47
443
$10K ﹤0.01%
500
444
$10K ﹤0.01%
+700
445
$10K ﹤0.01%
128
446
$9K ﹤0.01%
200
447
$9K ﹤0.01%
+425
448
$9K ﹤0.01%
350
449
$9K ﹤0.01%
+110
450
$9K ﹤0.01%
+35
16 17
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