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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
526
$4K ﹤0.01%
50
527
$4K ﹤0.01%
100
528
$4K ﹤0.01%
120
529
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39
530
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50
531
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105
532
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50
533
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158
534
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166
-13
535
$4K ﹤0.01%
40
536
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40
537
$4K ﹤0.01%
50
538
$4K ﹤0.01%
122
-1
539
$4K ﹤0.01%
111
540
$4K ﹤0.01%
95
541
$4K ﹤0.01%
22
542
$4K ﹤0.01%
54
543
$4K ﹤0.01%
150
544
$4K ﹤0.01%
51
545
$4K ﹤0.01%
+82
546
$4K ﹤0.01%
300
547
$4K ﹤0.01%
161
548
$4K ﹤0.01%
50
549
$4K ﹤0.01%
50
550
$3K ﹤0.01%
50
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