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
$908M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.44M
3
+$2.58M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.86M

Top Sells

1
+$2.16M
2
+$1.07M
3
+$964K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$727K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.25%
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
51
$3.11M 0.34%
152,797
-8,949
52
$3.08M 0.34%
28,391
+1,191
53
$3.05M 0.34%
15,021
+599
54
$3M 0.33%
19,827
+1,483
55
$2.96M 0.33%
69,680
-402
56
$2.93M 0.32%
54,278
+215
57
$2.91M 0.32%
21,820
+140
58
$2.9M 0.32%
8,348
+669
59
$2.89M 0.32%
67,119
+3,449
60
$2.85M 0.31%
17,622
+341
61
$2.77M 0.31%
12,601
-970
62
$2.72M 0.3%
58,515
+1,995
63
$2.68M 0.3%
10,159
+301
64
$2.64M 0.29%
29,510
-272
65
$2.53M 0.28%
22,597
-931
66
$2.45M 0.27%
24,136
-1,232
67
$2.45M 0.27%
52,052
+2,383
68
$2.38M 0.26%
16,006
+332
69
$2.38M 0.26%
9,042
+18
70
$2.36M 0.26%
8,650
+107
71
$2.24M 0.25%
19,694
-4
72
$2.22M 0.24%
14,596
+254
73
$2.21M 0.24%
80,945
+1,782
74
$2.18M 0.24%
107,596
75
$2.17M 0.24%
55,872
1 2
3
4 5