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
$495M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$21.5M
3
+$18.8M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$15.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$15.6M

Top Sells

1
+$7.2M
2
+$6.54M
3
+$3.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.03M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.74M

Sector Composition

1 Technology 6.04%
2 Financials 4.61%
3 Healthcare 4.34%
4 Communication Services 3.37%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7K ﹤0.01%
122
-25
577
$7K ﹤0.01%
200
578
$7K ﹤0.01%
44
+22
579
$7K ﹤0.01%
+364
580
$7K ﹤0.01%
500
581
$7K ﹤0.01%
+275
582
$7K ﹤0.01%
+45
583
$7K ﹤0.01%
+22
584
$7K ﹤0.01%
+640
585
$7K ﹤0.01%
400
586
$7K ﹤0.01%
1,000
587
$6K ﹤0.01%
75
588
$6K ﹤0.01%
+495
589
$6K ﹤0.01%
900
590
$6K ﹤0.01%
125
591
$6K ﹤0.01%
268
-6,923
592
$6K ﹤0.01%
+395
593
$6K ﹤0.01%
+480
594
$6K ﹤0.01%
+270
595
$6K ﹤0.01%
100
596
$5K ﹤0.01%
+653
597
$5K ﹤0.01%
100
+50
598
$5K ﹤0.01%
165
-371
599
$5K ﹤0.01%
+1,009
600
$5K ﹤0.01%
+250
22 23
24
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