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
651
$3K ﹤0.01%
+44
652
$3K ﹤0.01%
144
653
$3K ﹤0.01%
90
654
$3K ﹤0.01%
129
+43
655
$3K ﹤0.01%
203
-889
656
$3K ﹤0.01%
+55
657
$3K ﹤0.01%
+92
658
$3K ﹤0.01%
51
+1
659
$3K ﹤0.01%
125
+1
660
$3K ﹤0.01%
15
661
$3K ﹤0.01%
180
+2
662
$2K ﹤0.01%
33
663
$2K ﹤0.01%
+109
664
$2K ﹤0.01%
+41
665
$2K ﹤0.01%
23
666
$2K ﹤0.01%
+23
667
$2K ﹤0.01%
+7
668
$2K ﹤0.01%
+58
669
$2K ﹤0.01%
+44
670
$2K ﹤0.01%
+91
671
$2K ﹤0.01%
+2
672
$2K ﹤0.01%
+38
673
$2K ﹤0.01%
+61
674
$2K ﹤0.01%
+41
675
$2K ﹤0.01%
+200
25 26
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