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
$569M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.31M
3
+$3.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.26M
5
BND icon
Vanguard Total Bond Market
BND
+$2.59M

Top Sells

1
+$18.6M
2
+$16.7M
3
+$7.83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.82M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.25M

Sector Composition

1 Technology 6.2%
2 Financials 5.19%
3 Healthcare 4.76%
4 Communication Services 3.47%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.37%
8,339
-334
52
$2.07M 0.36%
6,993
-84
53
$2.06M 0.36%
12,174
-642
54
$2.06M 0.36%
26,010
+4,168
55
$2.05M 0.36%
28,880
+1,440
56
$2M 0.35%
8,068
+2,485
57
$1.97M 0.35%
22,127
+385
58
$1.9M 0.33%
17,047
+175
59
$1.85M 0.33%
13,718
-554
60
$1.82M 0.32%
58,725
+2,477
61
$1.8M 0.32%
13,080
-3,260
62
$1.79M 0.32%
12,748
-266
63
$1.79M 0.31%
11,921
+592
64
$1.79M 0.31%
32,418
+1,520
65
$1.78M 0.31%
20,000
-2,000
66
$1.72M 0.3%
23,237
-327
67
$1.7M 0.3%
4,372
-244
68
$1.61M 0.28%
14,113
-326
69
$1.6M 0.28%
67,334
-10,812
70
$1.52M 0.27%
8,450
+8,188
71
$1.45M 0.25%
19,728
-706
72
$1.41M 0.25%
18,059
+1,035
73
$1.4M 0.25%
14,401
+451
74
$1.39M 0.24%
9,054
+510
75
$1.37M 0.24%
15,932
1 2
3
4 5