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
526
$31K ﹤0.01%
726
527
$31K ﹤0.01%
1,050
528
$31K ﹤0.01%
1,589
529
$30K ﹤0.01%
639
-38
530
$30K ﹤0.01%
123
531
$30K ﹤0.01%
+1,858
532
$30K ﹤0.01%
338
533
$30K ﹤0.01%
506
+2
534
$29K ﹤0.01%
460
+1
535
$29K ﹤0.01%
884
536
$29K ﹤0.01%
3,500
537
$29K ﹤0.01%
245
538
$29K ﹤0.01%
1,299
539
$29K ﹤0.01%
246
540
$29K ﹤0.01%
472
541
$28K ﹤0.01%
170
+1
542
$28K ﹤0.01%
450
-500
543
$28K ﹤0.01%
65
544
$28K ﹤0.01%
724
545
$28K ﹤0.01%
278
+1
546
$28K ﹤0.01%
140
547
$27K ﹤0.01%
525
548
$27K ﹤0.01%
182
549
$27K ﹤0.01%
2,000
550
$27K ﹤0.01%
85
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