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
26
$4.6M 0.81%
67,330
-1,035
27
$4.57M 0.8%
27,883
-113,375
28
$4.51M 0.79%
82,373
-2,575
29
$4.44M 0.78%
114,523
+22,669
30
$4.35M 0.76%
235,468
-248
31
$3.26M 0.57%
44,500
32
$3.08M 0.54%
324,000
-9,600
33
$2.99M 0.52%
31,741
+350
34
$2.98M 0.52%
8,214
-92
35
$2.94M 0.52%
49,048
-244
36
$2.87M 0.5%
61,450
-3,265
37
$2.86M 0.5%
24,422
-743
38
$2.77M 0.49%
29,677
-1,296
39
$2.75M 0.48%
22,928
-846
40
$2.73M 0.48%
20,324
+4,025
41
$2.72M 0.48%
72,395
-1,484
42
$2.69M 0.47%
95,898
-368
43
$2.68M 0.47%
49,511
-11,219
44
$2.62M 0.46%
17,962
-114,802
45
$2.59M 0.45%
26,524
+548
46
$2.55M 0.45%
26,611
+4,304
47
$2.39M 0.42%
10,509
-546
48
$2.31M 0.41%
19,581
+246
49
$2.2M 0.39%
55,101
-2,793
50
$2.12M 0.37%
13,520
-433
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