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
$366M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.21M
3
+$1.28M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$23.4M
2
+$20M
3
+$1.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M
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
526
$4K ﹤0.01%
39
527
$4K ﹤0.01%
120
528
$4K ﹤0.01%
111
529
$4K ﹤0.01%
+136
530
$4K ﹤0.01%
60
531
$4K ﹤0.01%
90
532
$4K ﹤0.01%
32
533
$4K ﹤0.01%
14
534
$4K ﹤0.01%
32
535
$4K ﹤0.01%
60
536
$4K ﹤0.01%
23
537
$4K ﹤0.01%
95
538
$4K ﹤0.01%
22
539
$4K ﹤0.01%
54
540
$4K ﹤0.01%
50
541
$4K ﹤0.01%
598
542
$4K ﹤0.01%
50
543
$4K ﹤0.01%
105
544
$4K ﹤0.01%
50
545
$4K ﹤0.01%
158
546
$4K ﹤0.01%
166
-13
547
$4K ﹤0.01%
40
548
$4K ﹤0.01%
40
549
$4K ﹤0.01%
300
550
$3K ﹤0.01%
+16
20 21
22
23 24