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
+$3.59M
2
+$2.21M
3
+$1.26M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.1M

Top Sells

1
+$22.9M
2
+$19.7M
3
+$1.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.12M
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%
180
487
$5K ﹤0.01%
144
488
$5K ﹤0.01%
40
489
$5K ﹤0.01%
140
490
$5K ﹤0.01%
53
491
$5K ﹤0.01%
40
492
$5K ﹤0.01%
500
493
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60
494
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120
495
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+200
496
$5K ﹤0.01%
70
497
$5K ﹤0.01%
100
498
$5K ﹤0.01%
200
499
$5K ﹤0.01%
100
500
$5K ﹤0.01%
124
18 19
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