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
$804M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.11M
3
+$5.61M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$3.47M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.3M
2
+$9.23M
3
+$6.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.04M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.25M

Sector Composition

1 Technology 8.43%
2 Financials 5%
3 Healthcare 4.99%
4 Consumer Discretionary 3.63%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$33.5K ﹤0.01%
242
-149
477
$33.1K ﹤0.01%
159
478
$32.9K ﹤0.01%
55
479
$32.9K ﹤0.01%
500
480
$32.8K ﹤0.01%
132
481
$32.7K ﹤0.01%
127
-36
482
$32.5K ﹤0.01%
442
483
$32.5K ﹤0.01%
500
484
$32.3K ﹤0.01%
859
-34
485
$32.3K ﹤0.01%
136
486
$32.2K ﹤0.01%
3,500
487
$32.1K ﹤0.01%
450
488
$31.9K ﹤0.01%
1,265
-12,471
489
$31.5K ﹤0.01%
987
490
$31.3K ﹤0.01%
3,877
491
$31.1K ﹤0.01%
2,351
+71
492
$31K ﹤0.01%
179
-47
493
$31K ﹤0.01%
1,000
494
$31K ﹤0.01%
1,024
+25
495
$31K ﹤0.01%
895
+6
496
$30.6K ﹤0.01%
56
497
$30.3K ﹤0.01%
966
+9
498
$30.3K ﹤0.01%
+202
499
$30.2K ﹤0.01%
2,300
500
$29.9K ﹤0.01%
983
18 19
20
21 22