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
451
$47K 0.01%
540
452
$47K 0.01%
327
453
$47K 0.01%
1,123
-1,124
454
$46K 0.01%
700
455
$46K 0.01%
267
-25
456
$46K 0.01%
410
-55
457
$46K 0.01%
450
458
$46K 0.01%
600
459
$45K 0.01%
1,250
+150
460
$45K 0.01%
459
461
$45K 0.01%
3,200
462
$45K 0.01%
200
463
$44K ﹤0.01%
550
-100
464
$44K ﹤0.01%
+493
465
$44K ﹤0.01%
385
466
$44K ﹤0.01%
11,991
-255
467
$43K ﹤0.01%
1,395
468
$43K ﹤0.01%
1,308
469
$43K ﹤0.01%
820
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470
$43K ﹤0.01%
148
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471
$43K ﹤0.01%
540
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472
$43K ﹤0.01%
481
-73
473
$43K ﹤0.01%
5,000
474
$42K ﹤0.01%
703
+501
475
$42K ﹤0.01%
200
17 18
19
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