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
$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 8.25%
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
501
$35K ﹤0.01%
69
502
$35K ﹤0.01%
877
+1
503
$35K ﹤0.01%
340
504
$34K ﹤0.01%
305
505
$34K ﹤0.01%
663
-1,562
506
$34K ﹤0.01%
285
507
$34K ﹤0.01%
838
508
$34K ﹤0.01%
+194
509
$34K ﹤0.01%
186
-56
510
$34K ﹤0.01%
+270
511
$33K ﹤0.01%
50
-5
512
$33K ﹤0.01%
125
-125
513
$33K ﹤0.01%
1,750
514
$33K ﹤0.01%
983
515
$33K ﹤0.01%
547
516
$32K ﹤0.01%
490
517
$32K ﹤0.01%
1,564
518
$32K ﹤0.01%
1,149
519
$32K ﹤0.01%
1,075
-175
520
$32K ﹤0.01%
166
521
$32K ﹤0.01%
82
522
$32K ﹤0.01%
1,140
523
$32K ﹤0.01%
227
524
$32K ﹤0.01%
929
-931
525
$31K ﹤0.01%
376
-50
19 20
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