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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
501
$5K ﹤0.01%
18
502
$5K ﹤0.01%
200
-100
503
$5K ﹤0.01%
90
504
$5K ﹤0.01%
90
505
$5K ﹤0.01%
53
-30
506
$5K ﹤0.01%
182
-37
507
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200
508
$5K ﹤0.01%
200
509
$5K ﹤0.01%
100
510
$4K ﹤0.01%
+136
511
$4K ﹤0.01%
120
512
$4K ﹤0.01%
60
513
$4K ﹤0.01%
90
514
$4K ﹤0.01%
32
515
$4K ﹤0.01%
14
516
$4K ﹤0.01%
32
517
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60
518
$4K ﹤0.01%
23
519
$4K ﹤0.01%
30
520
$4K ﹤0.01%
300
521
$4K ﹤0.01%
80
522
$4K ﹤0.01%
32
523
$4K ﹤0.01%
50
524
$4K ﹤0.01%
598
525
$4K ﹤0.01%
41
-40
19 20
21
22 23