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
701
$2K ﹤0.01%
20
-182
702
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+19
703
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+73
704
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+35
705
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706
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254
707
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708
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709
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710
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711
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712
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713
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714
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6
715
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+21
716
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31
+4
717
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718
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719
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720
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20
721
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+75
722
$2K ﹤0.01%
32
723
$2K ﹤0.01%
+89
724
$2K ﹤0.01%
+61
725
$2K ﹤0.01%
170
-1,545
27 28
29
30 31