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
726
$2K ﹤0.01%
+75
727
$2K ﹤0.01%
+9
728
$2K ﹤0.01%
85
729
$2K ﹤0.01%
+41
730
$2K ﹤0.01%
+7
731
$1K ﹤0.01%
25
-57
732
$1K ﹤0.01%
+19
733
$1K ﹤0.01%
+30
734
$1K ﹤0.01%
+9
735
$1K ﹤0.01%
63
736
$1K ﹤0.01%
+16
737
$1K ﹤0.01%
+6
738
$1K ﹤0.01%
+41
739
$1K ﹤0.01%
+13
740
$1K ﹤0.01%
+7
741
$1K ﹤0.01%
+26
742
$1K ﹤0.01%
+14
743
$1K ﹤0.01%
+170
744
$1K ﹤0.01%
104
+2
745
$1K ﹤0.01%
+5
746
$1K ﹤0.01%
+11
747
$1K ﹤0.01%
+34
748
$1K ﹤0.01%
+51
749
$1K ﹤0.01%
+11
750
$1K ﹤0.01%
+19
28 29
30
31 32