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
551
$23K ﹤0.01%
224
+190
552
$23K ﹤0.01%
560
553
$22.9K ﹤0.01%
602
554
$22.8K ﹤0.01%
1,564
555
$22.6K ﹤0.01%
1,222
556
$22.6K ﹤0.01%
320
-365
557
$22.4K ﹤0.01%
125
558
$22.2K ﹤0.01%
465
+1
559
$22.1K ﹤0.01%
124
560
$22.1K ﹤0.01%
377
561
$22K ﹤0.01%
565
+3
562
$21.9K ﹤0.01%
269
+2
563
$21.9K ﹤0.01%
71
-11
564
$21.7K ﹤0.01%
450
565
$21.6K ﹤0.01%
390
566
$21.6K ﹤0.01%
138
567
$21.5K ﹤0.01%
357
+2
568
$21.4K ﹤0.01%
234
569
$21.3K ﹤0.01%
635
570
$21.1K ﹤0.01%
892
571
$21K ﹤0.01%
258
572
$20.7K ﹤0.01%
10,000
573
$20.3K ﹤0.01%
566
+7
574
$20.2K ﹤0.01%
924
-147
575
$20.1K ﹤0.01%
140
21 22
23
24 25