We are live on ! Find out more
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
$366M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.26M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.1M

Top Sells

1
+$22.9M
2
+$19.7M
3
+$1.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.07M

Sector Composition

1 Technology 6.53%
2 Financials 4.97%
3 Healthcare 4.49%
4 Industrials 2.75%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$0 ﹤0.01%
12
677
– –
-30
678
– –
-885
679
$0 ﹤0.01%
50
680
– –
-50
681
$0 ﹤0.01%
+15
682
– –
-640
683
$0 ﹤0.01%
1
684
– –
-490
685
– –
-300
686
– –
-911
687
– –
-91
688
– –
-1,000
689
$0 ﹤0.01%
3
690
– –
-2,000
691
– –
-44
692
– –
-200
693
– –
-650
694
– –
-2,104
695
– –
-347
696
– –
-300
697
– –
-18
698
– –
-10
699
$0 ﹤0.01%
3
700
– –
-10
26 27
28
29 30