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
626
$4K ﹤0.01%
37
627
$4K ﹤0.01%
+20
628
$4K ﹤0.01%
300
+100
629
$4K ﹤0.01%
70
-1,100
630
$4K ﹤0.01%
+45
631
$4K ﹤0.01%
281
632
$4K ﹤0.01%
+90
633
$4K ﹤0.01%
46
634
$4K ﹤0.01%
+20
635
$4K ﹤0.01%
+50
636
$3K ﹤0.01%
+21
637
$3K ﹤0.01%
100
638
$3K ﹤0.01%
+180
639
$3K ﹤0.01%
126
-16
640
$3K ﹤0.01%
111
641
$3K ﹤0.01%
144
642
$3K ﹤0.01%
+125
643
$3K ﹤0.01%
95
644
$3K ﹤0.01%
+157
645
$3K ﹤0.01%
+12
646
$3K ﹤0.01%
+18
647
$3K ﹤0.01%
+20
648
$3K ﹤0.01%
+50
649
$3K ﹤0.01%
60
650
$3K ﹤0.01%
+50
24 25
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