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
$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 8.24%
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
626
$19K ﹤0.01%
84
627
$19K ﹤0.01%
120
628
$19K ﹤0.01%
1,194
629
$19K ﹤0.01%
431
630
$19K ﹤0.01%
350
631
$19K ﹤0.01%
158
632
$18K ﹤0.01%
450
633
$18K ﹤0.01%
30
634
$18K ﹤0.01%
+5,000
635
$18K ﹤0.01%
250
636
$18K ﹤0.01%
435
637
$18K ﹤0.01%
125
-5
638
$18K ﹤0.01%
487
639
$18K ﹤0.01%
109
640
$17K ﹤0.01%
415
641
$17K ﹤0.01%
256
642
$17K ﹤0.01%
1,290
643
$17K ﹤0.01%
115
644
$17K ﹤0.01%
27
645
$17K ﹤0.01%
388
646
$17K ﹤0.01%
482
-50
647
$17K ﹤0.01%
100
648
$16K ﹤0.01%
550
649
$16K ﹤0.01%
456
-270
650
$16K ﹤0.01%
1,112
24 25
26
27 28