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
$908M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.44M
3
+$2.58M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.86M

Top Sells

1
+$2.16M
2
+$1.07M
3
+$964K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$727K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.25%
2 Financials 5.44%
3 Healthcare 4.73%
4 Consumer Discretionary 3.58%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$57K 0.01%
14,062
-20,094
427
$57K 0.01%
3,500
428
$57K 0.01%
222
429
$57K 0.01%
490
430
$56K 0.01%
903
431
$56K 0.01%
288
-19
432
$56K 0.01%
325
+26
433
$56K 0.01%
1,269
434
$55K 0.01%
888
435
$54K 0.01%
741
+30
436
$54K 0.01%
5,325
437
$54K 0.01%
10,000
438
$54K 0.01%
297
439
$54K 0.01%
1,000
-1,200
440
$52K 0.01%
1,401
441
$52K 0.01%
308
442
$51K 0.01%
125
443
$51K 0.01%
1,101
+1,051
444
$51K 0.01%
455
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445
$50K 0.01%
877
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446
$50K 0.01%
1,000
447
$49K 0.01%
2,787
+5
448
$49K 0.01%
395
449
$49K 0.01%
311
-230
450
$48K 0.01%
145
16 17
18
19 20