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
451
$15K ﹤0.01%
1,000
452
$15K ﹤0.01%
99
-61
453
$15K ﹤0.01%
165
-319
454
$15K ﹤0.01%
157
455
$15K ﹤0.01%
110
456
$14K ﹤0.01%
392
+3
457
$14K ﹤0.01%
450
458
$14K ﹤0.01%
1,106
459
$14K ﹤0.01%
121
460
$14K ﹤0.01%
+720
461
$14K ﹤0.01%
158
-58
462
$14K ﹤0.01%
+600
463
$14K ﹤0.01%
80
464
$13K ﹤0.01%
136
+11
465
$13K ﹤0.01%
383
-80
466
$13K ﹤0.01%
353
-147
467
$13K ﹤0.01%
526
468
$13K ﹤0.01%
275
+56
469
$13K ﹤0.01%
1,087
+29
470
$13K ﹤0.01%
626
471
$13K ﹤0.01%
480
-15
472
$13K ﹤0.01%
1,600
473
$12K ﹤0.01%
500
474
$12K ﹤0.01%
1,009
475
$12K ﹤0.01%
275
17 18
19
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