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
526
$7K ﹤0.01%
100
527
$7K ﹤0.01%
+530
528
$7K ﹤0.01%
+45
529
$7K ﹤0.01%
+150
530
$7K ﹤0.01%
+73
531
$7K ﹤0.01%
300
532
$7K ﹤0.01%
+36
533
$7K ﹤0.01%
90
+50
534
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40
+29
535
$7K ﹤0.01%
+85
536
$6K ﹤0.01%
45
-30
537
$6K ﹤0.01%
115
-1,000
538
$6K ﹤0.01%
100
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539
$6K ﹤0.01%
62
-274
540
$6K ﹤0.01%
28
+17
541
$6K ﹤0.01%
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542
$6K ﹤0.01%
124
543
$6K ﹤0.01%
36
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544
$6K ﹤0.01%
20
545
$6K ﹤0.01%
300
546
$5K ﹤0.01%
160
547
$5K ﹤0.01%
44
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548
$5K ﹤0.01%
21
549
$5K ﹤0.01%
80
-36
550
$5K ﹤0.01%
+26
20 21
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23 24