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
626
$14.2K ﹤0.01%
1,740
+1,040
627
$14.2K ﹤0.01%
490
628
$14.1K ﹤0.01%
223
629
$14.1K ﹤0.01%
291
-332
630
$14.1K ﹤0.01%
85
631
$14.1K ﹤0.01%
240
-400
632
$14.1K ﹤0.01%
150
633
$13.9K ﹤0.01%
400
-300
634
$13.8K ﹤0.01%
583
635
$13.8K ﹤0.01%
94
636
$13.8K ﹤0.01%
1,000
637
$13.7K ﹤0.01%
90
638
$13.7K ﹤0.01%
353
639
$13.6K ﹤0.01%
100
640
$13.6K ﹤0.01%
760
641
$13.5K ﹤0.01%
540
642
$13.5K ﹤0.01%
600
643
$13.5K ﹤0.01%
562
644
$13.4K ﹤0.01%
1,158
645
$13.4K ﹤0.01%
300
646
$13.3K ﹤0.01%
1,009
647
$13.3K ﹤0.01%
125
-8
648
$13K ﹤0.01%
452
649
$13K ﹤0.01%
100
-42
650
$12.8K ﹤0.01%
125
24 25
26
27 28