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
$569M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.31M
3
+$3.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.26M
5
BND icon
Vanguard Total Bond Market
BND
+$2.59M

Top Sells

1
+$18.6M
2
+$16.7M
3
+$7.83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.82M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.25M

Sector Composition

1 Technology 6.2%
2 Financials 5.19%
3 Healthcare 4.76%
4 Communication Services 3.47%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8K ﹤0.01%
300
527
$8K ﹤0.01%
75
528
$7K ﹤0.01%
1,000
529
$7K ﹤0.01%
116
-95
530
$7K ﹤0.01%
153
531
$7K ﹤0.01%
660
+7
532
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900
533
$7K ﹤0.01%
918
534
$7K ﹤0.01%
122
535
$7K ﹤0.01%
300
-100
536
$7K ﹤0.01%
50
537
$7K ﹤0.01%
+359
538
$7K ﹤0.01%
1,250
539
$7K ﹤0.01%
640
540
$6K ﹤0.01%
136
541
$6K ﹤0.01%
83
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542
$6K ﹤0.01%
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543
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544
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-22
545
$6K ﹤0.01%
4
546
$6K ﹤0.01%
31
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547
$6K ﹤0.01%
+200
548
$6K ﹤0.01%
53
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549
$6K ﹤0.01%
124
550
$6K ﹤0.01%
30
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