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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.19M
3
+$2.35M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.06M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M

Top Sells

1
+$3.31M
2
+$2.82M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.62M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.47M

Sector Composition

1 Technology 6.33%
2 Healthcare 4.64%
3 Financials 4.58%
4 Consumer Discretionary 3.53%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.38%
+12,146
52
$2.3M 0.38%
8,295
-44
53
$2.28M 0.37%
14,500
+1,420
54
$2.22M 0.36%
13,405
-313
55
$2.2M 0.36%
25,494
-516
56
$2.2M 0.36%
30,060
+1,180
57
$2.18M 0.35%
11,056
-1,118
58
$2.13M 0.35%
157,240
-166,760
59
$2.11M 0.34%
20,793
-5,818
60
$2.1M 0.34%
60,281
+1,556
61
$2.02M 0.33%
33,926
+1,508
62
$1.88M 0.31%
12,627
-121
63
$1.81M 0.29%
8,671
+221
64
$1.79M 0.29%
17,812
+370
65
$1.74M 0.28%
11,259
-662
66
$1.71M 0.28%
21,657
-1,580
67
$1.7M 0.28%
4,304
-68
68
$1.67M 0.27%
13,481
-3,566
69
$1.61M 0.26%
7,614
-181
70
$1.6M 0.26%
11,889
-8,435
71
$1.59M 0.26%
17,323
-736
72
$1.54M 0.25%
64,077
-3,257
73
$1.51M 0.25%
20,988
-1,139
74
$1.49M 0.24%
13,796
-317
75
$1.49M 0.24%
19,357
-371
1 2
3
4 5