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
576
$24K ﹤0.01%
608
+3
577
$24K ﹤0.01%
86
578
$24K ﹤0.01%
80
579
$23K ﹤0.01%
+330
580
$23K ﹤0.01%
150
-10
581
$23K ﹤0.01%
838
582
$23K ﹤0.01%
300
-26
583
$23K ﹤0.01%
109
584
$23K ﹤0.01%
+93
585
$23K ﹤0.01%
700
586
$23K ﹤0.01%
48
587
$22K ﹤0.01%
234
588
$22K ﹤0.01%
77
589
$22K ﹤0.01%
1,100
590
$22K ﹤0.01%
115
+25
591
$22K ﹤0.01%
450
592
$22K ﹤0.01%
66
593
$22K ﹤0.01%
325
594
$22K ﹤0.01%
330
595
$22K ﹤0.01%
336
+105
596
$22K ﹤0.01%
442
597
$22K ﹤0.01%
400
598
$22K ﹤0.01%
200
599
$22K ﹤0.01%
1,000
600
$21K ﹤0.01%
107
22 23
24
25 26