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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.19M
3
+$2.35M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.06M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M

Top Sells

1
+$3.31M
2
+$2.82M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.62M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.47M

Sector Composition

1 Technology 6.33%
2 Healthcare 4.64%
3 Financials 4.58%
4 Consumer Discretionary 3.53%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$19K ﹤0.01%
281
427
$19K ﹤0.01%
+1,400
428
$19K ﹤0.01%
155
+22
429
$19K ﹤0.01%
425
+225
430
$18K ﹤0.01%
2,500
431
$18K ﹤0.01%
125
-102
432
$18K ﹤0.01%
525
433
$18K ﹤0.01%
1,140
-170
434
$18K ﹤0.01%
344
435
$18K ﹤0.01%
220
436
$17K ﹤0.01%
144
+26
437
$17K ﹤0.01%
400
438
$17K ﹤0.01%
140
439
$17K ﹤0.01%
400
-600
440
$17K ﹤0.01%
143
-15
441
$17K ﹤0.01%
2,000
442
$17K ﹤0.01%
450
443
$17K ﹤0.01%
200
444
$17K ﹤0.01%
316
+2
445
$16K ﹤0.01%
520
-80
446
$16K ﹤0.01%
300
447
$16K ﹤0.01%
100
448
$16K ﹤0.01%
34
449
$16K ﹤0.01%
125
-100
450
$15K ﹤0.01%
420
+270
16 17
18
19 20