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
$908M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.44M
3
+$2.58M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.86M

Top Sells

1
+$2.16M
2
+$1.07M
3
+$964K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$727K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.25%
2 Financials 5.44%
3 Healthcare 4.73%
4 Consumer Discretionary 3.58%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$14K ﹤0.01%
235
677
$14K ﹤0.01%
230
678
$14K ﹤0.01%
125
679
$14K ﹤0.01%
776
680
$14K ﹤0.01%
222
681
$14K ﹤0.01%
140
682
$14K ﹤0.01%
166
683
$14K ﹤0.01%
43
-8
684
$13K ﹤0.01%
45
685
$13K ﹤0.01%
106
686
$13K ﹤0.01%
485
687
$13K ﹤0.01%
700
688
$13K ﹤0.01%
+780
689
$13K ﹤0.01%
264
690
$13K ﹤0.01%
66
691
$13K ﹤0.01%
50
-25
692
$13K ﹤0.01%
67
693
$13K ﹤0.01%
69
694
$12K ﹤0.01%
2,457
695
$12K ﹤0.01%
353
696
$12K ﹤0.01%
800
697
$12K ﹤0.01%
110
698
$12K ﹤0.01%
163
699
$12K ﹤0.01%
200
700
$12K ﹤0.01%
+200
26 27
28
29 30