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
451
$39.7K ﹤0.01%
1,395
452
$39.5K ﹤0.01%
297
453
$39.1K ﹤0.01%
218
454
$39K ﹤0.01%
134
+33
455
$38.6K ﹤0.01%
395
456
$38.5K ﹤0.01%
229
+197
457
$38.3K ﹤0.01%
166
458
$38.1K ﹤0.01%
1,840
459
$38K ﹤0.01%
4,294
460
$38K ﹤0.01%
115
-45
461
$37.5K ﹤0.01%
1,545
462
$37K ﹤0.01%
797
+5
463
$36.8K ﹤0.01%
175
+66
464
$36.7K ﹤0.01%
270
465
$36.7K ﹤0.01%
300
466
$36.1K ﹤0.01%
875
467
$36.1K ﹤0.01%
264
+214
468
$35.8K ﹤0.01%
2,200
469
$35.7K ﹤0.01%
893
+9
470
$35.6K ﹤0.01%
516
+2
471
$35.4K ﹤0.01%
445
+69
472
$34.3K ﹤0.01%
182
473
$34.1K ﹤0.01%
+11,562
474
$33.9K ﹤0.01%
455
475
$33.8K ﹤0.01%
586
17 18
19
20 21