BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
551
$6K ﹤0.01%
20
552
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-5
553
$6K ﹤0.01%
38
554
$5K ﹤0.01%
+100
555
$5K ﹤0.01%
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557
$5K ﹤0.01%
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558
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280
+100
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$5K ﹤0.01%
100
-150
561
$5K ﹤0.01%
+160
562
$5K ﹤0.01%
250
563
$5K ﹤0.01%
50
564
$5K ﹤0.01%
+50
565
$5K ﹤0.01%
20
566
$5K ﹤0.01%
70
567
$5K ﹤0.01%
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-850
568
$5K ﹤0.01%
506
569
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570
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110
-177
571
$5K ﹤0.01%
139
572
$4K ﹤0.01%
281
573
$4K ﹤0.01%
200
574
$4K ﹤0.01%
21
575
$4K ﹤0.01%
+100
21 22
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