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
26
$3.13M 0.85%
57,272
-343
27
$3M 0.82%
34,726
-4,776
28
$2.97M 0.81%
25,480
+1,357
29
$2.85M 0.78%
53,800
+7,500
30
$2.82M 0.77%
18,010
-127,729
31
$2.51M 0.68%
8,542
+161
32
$2.45M 0.67%
19,684
-11,094
33
$2.36M 0.64%
25,889
-177
34
$2.22M 0.61%
17,872
+1,030
35
$2.17M 0.59%
12,836
+236
36
$2.16M 0.59%
45,186
+142
37
$2.13M 0.58%
57,705
+150
38
$2.11M 0.57%
14,114
+562
39
$2.04M 0.55%
96,065
+30,947
40
$2.03M 0.55%
7,658
-272
41
$1.99M 0.54%
15,252
-395
42
$1.98M 0.54%
48,219
+93
43
$1.98M 0.54%
22,854
+544
44
$1.97M 0.54%
24,422
-2,658
45
$1.92M 0.52%
15,784
+463
46
$1.86M 0.51%
14,713
+449
47
$1.78M 0.49%
4,864
+65
48
$1.71M 0.47%
30,204
-3,796
49
$1.68M 0.46%
9,010
+2,725
50
$1.66M 0.45%
32,318
-21,994
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