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
451
$16K ﹤0.01%
200
452
$15K ﹤0.01%
118
-48
453
$15K ﹤0.01%
439
454
$15K ﹤0.01%
200
455
$15K ﹤0.01%
112
-120
456
$15K ﹤0.01%
+3,000
457
$15K ﹤0.01%
1,715
+1,400
458
$15K ﹤0.01%
157
+111
459
$15K ﹤0.01%
314
+184
460
$14K ﹤0.01%
1,106
461
$14K ﹤0.01%
+500
462
$14K ﹤0.01%
389
-238
463
$14K ﹤0.01%
1,000
464
$14K ﹤0.01%
526
-35
465
$14K ﹤0.01%
105
-658
466
$14K ﹤0.01%
133
467
$14K ﹤0.01%
182
468
$13K ﹤0.01%
626
-196
469
$13K ﹤0.01%
13
-9
470
$13K ﹤0.01%
450
471
$13K ﹤0.01%
600
472
$13K ﹤0.01%
35
473
$13K ﹤0.01%
1,100
-39,181
474
$13K ﹤0.01%
121
-19
475
$13K ﹤0.01%
337
17 18
19
20 21