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
$569M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.31M
3
+$3.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.26M
5
BND icon
Vanguard Total Bond Market
BND
+$2.59M

Top Sells

1
+$18.6M
2
+$16.7M
3
+$7.83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.82M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.25M

Sector Composition

1 Technology 6.2%
2 Financials 5.19%
3 Healthcare 4.76%
4 Communication Services 3.47%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
334
652
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39
653
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40
654
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114
655
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490
656
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5
657
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21
658
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25
659
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2
660
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38
661
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+25
662
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61
663
$1K ﹤0.01%
+2
664
$1K ﹤0.01%
56
-8
665
$1K ﹤0.01%
5
666
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100
667
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668
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10
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669
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9
670
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24
671
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30
672
$1K ﹤0.01%
1,000
673
$1K ﹤0.01%
114
674
$1K ﹤0.01%
4
675
$1K ﹤0.01%
354
-15
25 26
27
28 29