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
601
$21K ﹤0.01%
800
602
$21K ﹤0.01%
60
603
$21K ﹤0.01%
+1,010
604
$21K ﹤0.01%
+135
605
$21K ﹤0.01%
295
606
$21K ﹤0.01%
500
607
$21K ﹤0.01%
1,500
608
$20K ﹤0.01%
71
609
$20K ﹤0.01%
420
610
$20K ﹤0.01%
138
-6
611
$20K ﹤0.01%
1,195
+27
612
$20K ﹤0.01%
225
+26
613
$20K ﹤0.01%
134
614
$20K ﹤0.01%
750
-50
615
$20K ﹤0.01%
270
-40
616
$20K ﹤0.01%
352
-13
617
$19K ﹤0.01%
1,009
618
$19K ﹤0.01%
120
619
$19K ﹤0.01%
158
620
$19K ﹤0.01%
34
621
$19K ﹤0.01%
263
-93
622
$19K ﹤0.01%
365
-799
623
$19K ﹤0.01%
101
-15
624
$19K ﹤0.01%
8
625
$19K ﹤0.01%
138
23 24
25
26 27