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

Top Buys

1
+$10.3M
2
+$4.19M
3
+$2.35M
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
+$3.31M
2
+$2.82M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.62M
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%
+28
677
$2K ﹤0.01%
+100
678
$2K ﹤0.01%
+525
679
$2K ﹤0.01%
+13
680
$2K ﹤0.01%
+67
681
$2K ﹤0.01%
20
-630
682
$2K ﹤0.01%
+17
683
$2K ﹤0.01%
+107
684
$2K ﹤0.01%
+7
685
$2K ﹤0.01%
+50
686
$2K ﹤0.01%
+23
687
$2K ﹤0.01%
+22
688
$2K ﹤0.01%
+7
689
$2K ﹤0.01%
+16
690
$2K ﹤0.01%
+96
691
$2K ﹤0.01%
+73
692
$2K ﹤0.01%
+43
693
$2K ﹤0.01%
+67
694
$2K ﹤0.01%
+69
695
$2K ﹤0.01%
+15
696
$2K ﹤0.01%
2
-3
697
$2K ﹤0.01%
+31
698
$2K ﹤0.01%
73
-21
699
$2K ﹤0.01%
100
-300
700
$2K ﹤0.01%
+12
26 27
28
29 30