BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
-9.85%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$291M
AUM Growth
-$18.8M
(-6.1%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
5.09%
Top 10 Holdings %
Top 10 Hldgs %
39.51%
Holding
667
New
33
Increased
105
Reduced
207
Closed
94
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$5.95M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.04M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$3.97M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.36M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$2.82M |
Top Sells
| 1 |
XYZ
Block, Inc.
XYZ
|
+$4.95M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.71M |
| 3 |
Vanguard Total Bond Market
BND
|
+$2.39M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.21M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.78M |
Sector Composition
| 1 | Technology | 6.27% |
| 2 | Financials | 5.11% |
| 3 | Healthcare | 4.25% |
| 4 | Industrials | 2.71% |
| 5 | Consumer Discretionary | 2.35% |
