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
701
$12K ﹤0.01%
30
702
$12K ﹤0.01%
603
703
$11K ﹤0.01%
225
704
$11K ﹤0.01%
210
705
$11K ﹤0.01%
138
706
$11K ﹤0.01%
230
-412
707
$11K ﹤0.01%
75
708
$11K ﹤0.01%
308
709
$11K ﹤0.01%
315
-211
710
$11K ﹤0.01%
200
711
$11K ﹤0.01%
600
712
$11K ﹤0.01%
55
+25
713
$11K ﹤0.01%
245
714
$11K ﹤0.01%
265
715
$11K ﹤0.01%
162
+122
716
$11K ﹤0.01%
780
-101
717
$11K ﹤0.01%
440
718
$10K ﹤0.01%
+1,200
719
$10K ﹤0.01%
100
720
$10K ﹤0.01%
200
721
$10K ﹤0.01%
53
722
$10K ﹤0.01%
111
723
$10K ﹤0.01%
14
-2
724
$10K ﹤0.01%
142
725
$10K ﹤0.01%
97
27 28
29
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