BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
State Street 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
476
$6K ﹤0.01%
+35
477
$6K ﹤0.01%
120
478
$6K ﹤0.01%
100
479
$6K ﹤0.01%
154
480
$6K ﹤0.01%
115
481
$6K ﹤0.01%
166
-324
482
$6K ﹤0.01%
1,000
+285
483
$6K ﹤0.01%
47
484
$6K ﹤0.01%
12,000
485
$5K ﹤0.01%
110
486
$5K ﹤0.01%
144
487
$5K ﹤0.01%
+200
488
$5K ﹤0.01%
70
489
$5K ﹤0.01%
100
490
$5K ﹤0.01%
80
491
$5K ﹤0.01%
18
492
$5K ﹤0.01%
200
493
$5K ﹤0.01%
180
494
$5K ﹤0.01%
40
495
$5K ﹤0.01%
140
496
$5K ﹤0.01%
53
497
$5K ﹤0.01%
40
498
$5K ﹤0.01%
500
499
$5K ﹤0.01%
60
500
$5K ﹤0.01%
120
18 19
20
21 22