BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
+7.14%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$614M
AUM Growth
+$45.1M
(+7.9%)
Cap. Flow
+$9.75M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
42.52%
Holding
993
New
288
Increased
187
Reduced
196
Closed
79
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$10.3M |
| 2 |
Peloton Interactive
PTON
|
+$4.19M |
| 3 |
KLA
KLAC
|
+$2.35M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$2.06M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.74M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.31M |
| 2 |
Delta Air Lines
DAL
|
+$2.82M |
| 3 |
NVIDIA
NVDA
|
+$2.26M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.62M |
| 5 |
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% |
