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
$804M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.11M
3
+$5.61M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$3.47M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.3M
2
+$9.23M
3
+$6.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.04M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.25M

Sector Composition

1 Technology 8.43%
2 Financials 5%
3 Healthcare 4.99%
4 Consumer Discretionary 3.63%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$10.5K ﹤0.01%
1,508
+100
677
$10.5K ﹤0.01%
115
678
$10.4K ﹤0.01%
1,600
679
$10.1K ﹤0.01%
57
680
$10K ﹤0.01%
700
681
$10K ﹤0.01%
18
682
$9.9K ﹤0.01%
293
683
$9.87K ﹤0.01%
225
684
$9.81K ﹤0.01%
35
685
$9.8K ﹤0.01%
210
686
$9.78K ﹤0.01%
+193
687
$9.73K ﹤0.01%
225
688
$9.7K ﹤0.01%
155
689
$9.62K ﹤0.01%
300
690
$9.61K ﹤0.01%
114
691
$9.54K ﹤0.01%
184
692
$9.34K ﹤0.01%
50
693
$9.32K ﹤0.01%
160
694
$9.32K ﹤0.01%
150
-200
695
$9.31K ﹤0.01%
289
696
$9.22K ﹤0.01%
96
-106
697
$9.14K ﹤0.01%
400
698
$9.12K ﹤0.01%
1,000
699
$9.09K ﹤0.01%
539
+7
700
$8.97K ﹤0.01%
63
+15
26 27
28
29 30