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
$804M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.11M
3
+$5.61M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$3.47M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.3M
2
+$9.23M
3
+$6.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.04M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.25M

Sector Composition

1 Technology 8.43%
2 Financials 5%
3 Healthcare 4.99%
4 Consumer Discretionary 3.63%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$25.8K ﹤0.01%
883
527
$25.7K ﹤0.01%
1,212
-161
528
$25.7K ﹤0.01%
884
529
$25.6K ﹤0.01%
630
530
$25.6K ﹤0.01%
570
531
$25.4K ﹤0.01%
567
532
$25K ﹤0.01%
151
533
$25K ﹤0.01%
639
534
$24.9K ﹤0.01%
265
535
$24.9K ﹤0.01%
1,600
536
$24.6K ﹤0.01%
39
537
$24.5K ﹤0.01%
435
538
$24.5K ﹤0.01%
1,000
539
$24.3K ﹤0.01%
533
540
$24.1K ﹤0.01%
2,788
541
$24K ﹤0.01%
100
-23
542
$24K ﹤0.01%
48,751
543
$23.9K ﹤0.01%
450
544
$23.8K ﹤0.01%
85
-60
545
$23.7K ﹤0.01%
382
546
$23.6K ﹤0.01%
390
547
$23.4K ﹤0.01%
30
548
$23.3K ﹤0.01%
160
-36
549
$23.1K ﹤0.01%
300
-700
550
$23.1K ﹤0.01%
259
20 21
22
23 24