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
$366M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.21M
3
+$1.28M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$23.4M
2
+$20M
3
+$1.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.07M

Sector Composition

1 Technology 6.53%
2 Financials 4.97%
3 Healthcare 4.49%
4 Industrials 2.75%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.42%
9,890
+98
52
$1.53M 0.42%
372,800
-15,880
53
$1.51M 0.41%
70,651
+19,950
54
$1.43M 0.39%
10,268
-300
55
$1.42M 0.39%
13,984
+524
56
$1.4M 0.38%
48,246
+580
57
$1.39M 0.38%
65,407
+22,145
58
$1.37M 0.37%
31,948
+923
59
$1.35M 0.37%
13,345
+145
60
$1.34M 0.37%
7,849
+42
61
$1.33M 0.36%
6,744
+101
62
$1.3M 0.35%
9,309
+1,438
63
$1.21M 0.33%
16,938
+454
64
$1.18M 0.32%
13,828
-535
65
$1.16M 0.32%
21,380
-3,380
66
$1.16M 0.32%
20,261
+1,265
67
$1.14M 0.31%
8,654
+1,628
68
$1.1M 0.3%
7,608
+1,427
69
$1.08M 0.29%
35,234
70
$1.07M 0.29%
5,556
+303
71
$1.06M 0.29%
11,240
-4,560
72
$1.05M 0.29%
11,590
+102
73
$1.05M 0.29%
17,804
+450
74
$1.03M 0.28%
20,200
75
$1.02M 0.28%
12,633
+577
1 2
3
4 5