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
$366M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.21M
3
+$1.28M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$23.4M
2
+$20M
3
+$1.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M
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
551
$3K ﹤0.01%
+81
552
$3K ﹤0.01%
130
-3,283
553
$3K ﹤0.01%
+100
554
$3K ﹤0.01%
+66
555
$3K ﹤0.01%
50
556
$3K ﹤0.01%
+33
557
$3K ﹤0.01%
+31
558
$3K ﹤0.01%
+86
559
$3K ﹤0.01%
115
560
$3K ﹤0.01%
34
561
$3K ﹤0.01%
+36
562
$3K ﹤0.01%
+53
563
$3K ﹤0.01%
35
564
$3K ﹤0.01%
+36
565
$3K ﹤0.01%
31
+1
566
$3K ﹤0.01%
250
567
$3K ﹤0.01%
+41
568
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50
569
$3K ﹤0.01%
50
570
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30
571
$3K ﹤0.01%
40
-57
572
$3K ﹤0.01%
+41
573
$3K ﹤0.01%
50
574
$3K ﹤0.01%
40
-300
575
$3K ﹤0.01%
+51
21 22
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