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
601
$17.1K ﹤0.01%
51
602
$17K ﹤0.01%
450
603
$17K ﹤0.01%
339
604
$16.7K ﹤0.01%
338
605
$16.7K ﹤0.01%
200
-67
606
$16.3K ﹤0.01%
285
+1
607
$16.3K ﹤0.01%
1,010
608
$16.2K ﹤0.01%
263
609
$16.1K ﹤0.01%
114
610
$16.1K ﹤0.01%
1,000
611
$16.1K ﹤0.01%
164
612
$16.1K ﹤0.01%
856
613
$16K ﹤0.01%
550
614
$15.6K ﹤0.01%
550
615
$15.4K ﹤0.01%
300
616
$15.4K ﹤0.01%
71
617
$15.3K ﹤0.01%
268
618
$15.2K ﹤0.01%
174
-93
619
$15.2K ﹤0.01%
525
620
$14.7K ﹤0.01%
925
621
$14.6K ﹤0.01%
1,194
622
$14.6K ﹤0.01%
166
623
$14.3K ﹤0.01%
800
624
$14.3K ﹤0.01%
243
625
$14.2K ﹤0.01%
51
-75
23 24
25
26 27