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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.19M
3
+$2.35M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.06M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M

Top Sells

1
+$3.31M
2
+$2.82M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.62M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.47M

Sector Composition

1 Technology 6.33%
2 Healthcare 4.64%
3 Financials 4.58%
4 Consumer Discretionary 3.53%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
+30
627
$3K ﹤0.01%
9
-11
628
$3K ﹤0.01%
+28
629
$3K ﹤0.01%
+75
630
$3K ﹤0.01%
+74
631
$3K ﹤0.01%
60
632
$3K ﹤0.01%
+18
633
$3K ﹤0.01%
200
634
$3K ﹤0.01%
+155
635
$3K ﹤0.01%
+89
636
$3K ﹤0.01%
92
+52
637
$3K ﹤0.01%
+172
638
$3K ﹤0.01%
+43
639
$3K ﹤0.01%
125
640
$3K ﹤0.01%
+15
641
$3K ﹤0.01%
45
642
$3K ﹤0.01%
70
643
$3K ﹤0.01%
+56
644
$3K ﹤0.01%
+7
645
$3K ﹤0.01%
+69
646
$3K ﹤0.01%
+10
647
$3K ﹤0.01%
+14
648
$3K ﹤0.01%
+258
649
$3K ﹤0.01%
15
-16
650
$3K ﹤0.01%
+127
24 25
26
27 28