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
701
$8.94K ﹤0.01%
100
702
$8.89K ﹤0.01%
100
703
$8.88K ﹤0.01%
192
704
$8.76K ﹤0.01%
158
705
$8.69K ﹤0.01%
276
-107
706
$8.57K ﹤0.01%
125
707
$8.57K ﹤0.01%
700
708
$8.45K ﹤0.01%
25
-35
709
$8.42K ﹤0.01%
111
710
$8.41K ﹤0.01%
69
711
$8.39K ﹤0.01%
100
712
$8.25K ﹤0.01%
700
713
$8.23K ﹤0.01%
3,058
-125
714
$8.07K ﹤0.01%
130
715
$8.06K ﹤0.01%
4
716
$8.05K ﹤0.01%
109
717
$8.04K ﹤0.01%
326
718
$8.02K ﹤0.01%
61
+1
719
$8.02K ﹤0.01%
80
720
$8K ﹤0.01%
20
-20
721
$7.83K ﹤0.01%
485
722
$7.79K ﹤0.01%
15
-49
723
$7.69K ﹤0.01%
100
724
$7.58K ﹤0.01%
70
725
$7.42K ﹤0.01%
800
27 28
29
30 31