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
501
$10K ﹤0.01%
400
502
$10K ﹤0.01%
381
-502
503
$9K ﹤0.01%
395
504
$9K ﹤0.01%
+128
505
$9K ﹤0.01%
166
506
$9K ﹤0.01%
75
507
$9K ﹤0.01%
290
508
$8K ﹤0.01%
29
+15
509
$8K ﹤0.01%
1,000
510
$8K ﹤0.01%
1,000
511
$8K ﹤0.01%
400
512
$8K ﹤0.01%
500
513
$8K ﹤0.01%
200
514
$8K ﹤0.01%
114
515
$8K ﹤0.01%
+700
516
$7K ﹤0.01%
+1,200
517
$7K ﹤0.01%
1,250
518
$7K ﹤0.01%
250
519
$7K ﹤0.01%
136
520
$7K ﹤0.01%
106
-94
521
$7K ﹤0.01%
+246
522
$7K ﹤0.01%
900
523
$7K ﹤0.01%
16
+11
524
$7K ﹤0.01%
71
+62
525
$7K ﹤0.01%
122
19 20
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