BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$7.2M
2
+$3.23M
3
+$2.66M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.87M

Top Sells

1
+$2.18M
2
+$1.1M
3
+$994K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$732K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.24%
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%
90
702
$12K ﹤0.01%
603
703
$11K ﹤0.01%
210
704
$11K ﹤0.01%
138
705
$11K ﹤0.01%
230
-412
706
$11K ﹤0.01%
75
707
$11K ﹤0.01%
308
708
$11K ﹤0.01%
315
-211
709
$11K ﹤0.01%
200
710
$11K ﹤0.01%
600
711
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55
+25
712
$11K ﹤0.01%
245
713
$11K ﹤0.01%
265
714
$11K ﹤0.01%
162
+122
715
$11K ﹤0.01%
225
716
$11K ﹤0.01%
780
-101
717
$11K ﹤0.01%
440
718
$10K ﹤0.01%
53
719
$10K ﹤0.01%
+1,200
720
$10K ﹤0.01%
14
-2
721
$10K ﹤0.01%
142
722
$10K ﹤0.01%
97
723
$10K ﹤0.01%
511
+500
724
$10K ﹤0.01%
1,000
725
$10K ﹤0.01%
342
27 28
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