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
551
$27K ﹤0.01%
892
552
$27K ﹤0.01%
1,062
+564
553
$27K ﹤0.01%
1,101
554
$26K ﹤0.01%
127
555
$26K ﹤0.01%
490
556
$26K ﹤0.01%
258
-21
557
$26K ﹤0.01%
108
+1
558
$26K ﹤0.01%
717
-97
559
$26K ﹤0.01%
365
+180
560
$26K ﹤0.01%
265
561
$26K ﹤0.01%
42
562
$25K ﹤0.01%
600
563
$25K ﹤0.01%
883
-475
564
$25K ﹤0.01%
+200
565
$25K ﹤0.01%
600
566
$25K ﹤0.01%
1,100
+200
567
$25K ﹤0.01%
125
568
$25K ﹤0.01%
304
569
$25K ﹤0.01%
400
570
$25K ﹤0.01%
+382
571
$24K ﹤0.01%
145
+20
572
$24K ﹤0.01%
284
573
$24K ﹤0.01%
1,500
-150
574
$24K ﹤0.01%
525
575
$24K ﹤0.01%
1,100
21 22
23
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