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
$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 8.24%
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
476
$42K ﹤0.01%
200
477
$42K ﹤0.01%
159
478
$41K ﹤0.01%
145
479
$41K ﹤0.01%
1,039
+246
480
$41K ﹤0.01%
3,000
-554
481
$41K ﹤0.01%
+1,451
482
$40K ﹤0.01%
1,098
483
$39K ﹤0.01%
893
484
$39K ﹤0.01%
2,390
485
$39K ﹤0.01%
141
486
$39K ﹤0.01%
3,518
487
$38K ﹤0.01%
2,661
488
$38K ﹤0.01%
517
+200
489
$38K ﹤0.01%
338
490
$37K ﹤0.01%
193
491
$37K ﹤0.01%
2,300
492
$37K ﹤0.01%
1,750
493
$37K ﹤0.01%
550
494
$36K ﹤0.01%
99
-3
495
$36K ﹤0.01%
983
496
$36K ﹤0.01%
1,840
497
$36K ﹤0.01%
260
498
$35K ﹤0.01%
69
499
$35K ﹤0.01%
340
500
$35K ﹤0.01%
390
-150
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