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
651
$12.8K ﹤0.01%
101
652
$12.6K ﹤0.01%
120
653
$12.4K ﹤0.01%
244
654
$12.2K ﹤0.01%
141
655
$12.1K ﹤0.01%
800
656
$12K ﹤0.01%
75
657
$11.9K ﹤0.01%
206
+2
658
$11.7K ﹤0.01%
1,153
+500
659
$11.7K ﹤0.01%
100
660
$11.6K ﹤0.01%
117
661
$11.6K ﹤0.01%
158
662
$11.6K ﹤0.01%
210
663
$11.3K ﹤0.01%
3,846
664
$11.2K ﹤0.01%
224
665
$11.1K ﹤0.01%
97
666
$11.1K ﹤0.01%
+54
667
$10.9K ﹤0.01%
210
-12,748
668
$10.9K ﹤0.01%
1,106
669
$10.9K ﹤0.01%
4,946
670
$10.9K ﹤0.01%
166
671
$10.9K ﹤0.01%
900
672
$10.8K ﹤0.01%
128
+1
673
$10.8K ﹤0.01%
776
-2,396
674
$10.6K ﹤0.01%
157
675
$10.6K ﹤0.01%
+89
25 26
27
28 29