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
$569M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.31M
3
+$3.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.26M
5
BND icon
Vanguard Total Bond Market
BND
+$2.59M

Top Sells

1
+$18.6M
2
+$16.7M
3
+$7.83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.82M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.25M

Sector Composition

1 Technology 6.2%
2 Financials 5.19%
3 Healthcare 4.76%
4 Communication Services 3.47%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$21K ﹤0.01%
34
427
$20K ﹤0.01%
140
428
$20K ﹤0.01%
513
429
$20K ﹤0.01%
245
430
$20K ﹤0.01%
1,128
431
$19K ﹤0.01%
281
432
$19K ﹤0.01%
838
433
$19K ﹤0.01%
600
-249
434
$19K ﹤0.01%
2,000
435
$19K ﹤0.01%
150
-50
436
$19K ﹤0.01%
216
437
$19K ﹤0.01%
263
438
$19K ﹤0.01%
2,080
-2,000
439
$18K ﹤0.01%
2,500
440
$18K ﹤0.01%
463
441
$18K ﹤0.01%
500
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$18K ﹤0.01%
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$18K ﹤0.01%
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444
$18K ﹤0.01%
106
445
$18K ﹤0.01%
60
446
$17K ﹤0.01%
158
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447
$17K ﹤0.01%
338
+5
448
$17K ﹤0.01%
4,700
449
$16K ﹤0.01%
400
450
$16K ﹤0.01%
525
16 17
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