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
26
$7.05M 0.78%
43,079
-461
27
$6.86M 0.76%
189,726
-20,095
28
$6.84M 0.75%
138,371
+3,095
29
$6.24M 0.69%
38,000
+780
30
$6.22M 0.68%
26,267
-45
31
$5.91M 0.65%
152,180
+10,004
32
$5.32M 0.59%
39,840
+940
33
$5.3M 0.58%
70,412
-1,084
34
$5.28M 0.58%
99,030
+1,971
35
$5.27M 0.58%
14,713
+300
36
$5.1M 0.56%
18,600
-1,000
37
$5.03M 0.55%
32,739
+7,881
38
$4.92M 0.54%
21,490
-53
39
$4.42M 0.49%
81,176
+2,940
40
$4.37M 0.48%
79,887
-685
41
$4.27M 0.47%
13,015
-72
42
$4.26M 0.47%
7,452
+64
43
$4.24M 0.47%
12,500
+376
44
$4.22M 0.46%
12,621
+76
45
$4.18M 0.46%
17,808
-1,007
46
$3.99M 0.44%
23,560
+795
47
$3.7M 0.41%
178,550
-11,370
48
$3.64M 0.4%
16,657
-1,163
49
$3.38M 0.37%
25,460
-586
50
$3.16M 0.35%
11,698
+347
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