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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.19M
3
+$2.35M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.06M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M

Top Sells

1
+$3.31M
2
+$2.82M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.62M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.47M

Sector Composition

1 Technology 6.33%
2 Healthcare 4.64%
3 Financials 4.58%
4 Consumer Discretionary 3.53%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
1,200
477
$11K ﹤0.01%
202
-200
478
$11K ﹤0.01%
39
479
$11K ﹤0.01%
203
-530
480
$11K ﹤0.01%
+180
481
$11K ﹤0.01%
210
482
$11K ﹤0.01%
500
483
$11K ﹤0.01%
1,042
+142
484
$11K ﹤0.01%
700
485
$11K ﹤0.01%
3,200
+200
486
$11K ﹤0.01%
130
487
$11K ﹤0.01%
31
+27
488
$11K ﹤0.01%
+75
489
$10K ﹤0.01%
+142
490
$10K ﹤0.01%
1,112
+187
491
$10K ﹤0.01%
32
+20
492
$10K ﹤0.01%
800
493
$10K ﹤0.01%
425
494
$10K ﹤0.01%
1,100
495
$10K ﹤0.01%
+1
496
$10K ﹤0.01%
45
497
$10K ﹤0.01%
45
+24
498
$10K ﹤0.01%
150
-150
499
$10K ﹤0.01%
54
500
$10K ﹤0.01%
1,200
18 19
20
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