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
$804M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.11M
3
+$5.61M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$3.47M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.3M
2
+$9.23M
3
+$6.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.04M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.25M

Sector Composition

1 Technology 8.43%
2 Financials 5%
3 Healthcare 4.99%
4 Consumer Discretionary 3.63%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$45.5K 0.01%
385
427
$45.4K 0.01%
267
428
$45.2K 0.01%
258
429
$45.1K 0.01%
614
430
$44.4K 0.01%
1,200
-200
431
$44.4K 0.01%
564
432
$44.4K 0.01%
493
433
$44.3K 0.01%
665
+1
434
$44.2K 0.01%
903
435
$44.2K 0.01%
787
436
$43.8K 0.01%
928
+1
437
$43.5K 0.01%
2,725
438
$43.3K 0.01%
125
439
$43K 0.01%
414
440
$42.5K 0.01%
216
+41
441
$42.2K 0.01%
3,275
442
$42.1K 0.01%
740
443
$41.7K 0.01%
1,308
444
$41.3K 0.01%
1,098
445
$41K 0.01%
588
446
$41K 0.01%
1,035
447
$40.7K 0.01%
730
+460
448
$40.4K 0.01%
657
+11
449
$40.4K 0.01%
458
450
$40.2K 0.01%
145
16 17
18
19 20