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
451
$9K ﹤0.01%
400
452
$9K ﹤0.01%
122
453
$8K ﹤0.01%
+180
454
$8K ﹤0.01%
202
-340
455
$8K ﹤0.01%
203
+1
456
$8K ﹤0.01%
24
457
$8K ﹤0.01%
+500
458
$8K ﹤0.01%
145
459
$8K ﹤0.01%
210
460
$8K ﹤0.01%
300
461
$8K ﹤0.01%
+100
462
$8K ﹤0.01%
+1,400
463
$8K ﹤0.01%
400
-510
464
$8K ﹤0.01%
60
-100
465
$8K ﹤0.01%
+200
466
$7K ﹤0.01%
80
-440
467
$7K ﹤0.01%
184
-47
468
$7K ﹤0.01%
+200
469
$7K ﹤0.01%
900
470
$7K ﹤0.01%
+125
471
$7K ﹤0.01%
+200
472
$7K ﹤0.01%
+178
473
$7K ﹤0.01%
400
474
$7K ﹤0.01%
160
-50
475
$6K ﹤0.01%
115
17 18
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