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
576
$20.1K ﹤0.01%
393
+50
577
$19.9K ﹤0.01%
724
578
$19.9K ﹤0.01%
127
579
$19.7K ﹤0.01%
600
580
$19.7K ﹤0.01%
435
-200
581
$19.3K ﹤0.01%
2,735
582
$19.2K ﹤0.01%
1,100
583
$19K ﹤0.01%
783
-100
584
$19K ﹤0.01%
374
585
$18.9K ﹤0.01%
1,000
586
$18.9K ﹤0.01%
2,939
-200
587
$18.8K ﹤0.01%
93
-82
588
$18.8K ﹤0.01%
1,600
589
$18.8K ﹤0.01%
649
-97
590
$18.3K ﹤0.01%
2,293
591
$18.3K ﹤0.01%
605
592
$18.2K ﹤0.01%
431
593
$18K ﹤0.01%
520
594
$18K ﹤0.01%
206
595
$17.9K ﹤0.01%
838
596
$17.8K ﹤0.01%
621
597
$17.7K ﹤0.01%
600
598
$17.5K ﹤0.01%
350
599
$17.3K ﹤0.01%
103
600
$17.2K ﹤0.01%
268
-11
22 23
24
25 26