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
$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 8.25%
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
651
$16K ﹤0.01%
1,600
652
$16K ﹤0.01%
313
653
$16K ﹤0.01%
550
654
$16K ﹤0.01%
456
-270
655
$16K ﹤0.01%
166
656
$16K ﹤0.01%
1,112
657
$16K ﹤0.01%
400
-50
658
$16K ﹤0.01%
140
659
$15K ﹤0.01%
+90
660
$15K ﹤0.01%
85
661
$15K ﹤0.01%
1,106
662
$15K ﹤0.01%
27
663
$15K ﹤0.01%
51
664
$15K ﹤0.01%
760
-530
665
$15K ﹤0.01%
275
666
$15K ﹤0.01%
1,500
667
$15K ﹤0.01%
+280
668
$15K ﹤0.01%
300
-196
669
$15K ﹤0.01%
998
670
$15K ﹤0.01%
170
671
$14K ﹤0.01%
1,600
672
$14K ﹤0.01%
50
+20
673
$14K ﹤0.01%
800
674
$14K ﹤0.01%
+20
675
$14K ﹤0.01%
210
25 26
27
28 29