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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.11M
3
+$2.4M
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
+$3.21M
2
+$2.65M
3
+$1.94M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.6M
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
676
$2K ﹤0.01%
+35
677
$2K ﹤0.01%
+36
678
$2K ﹤0.01%
254
679
$2K ﹤0.01%
+38
680
$2K ﹤0.01%
+20
681
$2K ﹤0.01%
+19
682
$2K ﹤0.01%
+12
683
$2K ﹤0.01%
+42
684
$2K ﹤0.01%
26
685
$2K ﹤0.01%
+22
686
$2K ﹤0.01%
6
687
$2K ﹤0.01%
+21
688
$2K ﹤0.01%
31
+4
689
$2K ﹤0.01%
+61
690
$2K ﹤0.01%
+15
691
$2K ﹤0.01%
+18
692
$2K ﹤0.01%
20
693
$2K ﹤0.01%
33
694
$2K ﹤0.01%
+109
695
$2K ﹤0.01%
+41
696
$2K ﹤0.01%
23
697
$2K ﹤0.01%
+23
698
$2K ﹤0.01%
+7
699
$2K ﹤0.01%
+58
700
$2K ﹤0.01%
+44
26 27
28
29 30