BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$7.2M
2
+$3.23M
3
+$2.66M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.87M

Top Sells

1
+$2.18M
2
+$1.1M
3
+$994K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$732K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.24%
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
726
$10K ﹤0.01%
6
727
$10K ﹤0.01%
300
728
$10K ﹤0.01%
900
729
$10K ﹤0.01%
35
730
$10K ﹤0.01%
35
731
$10K ﹤0.01%
100
732
$10K ﹤0.01%
200
733
$10K ﹤0.01%
53
734
$10K ﹤0.01%
111
735
$10K ﹤0.01%
83
736
$10K ﹤0.01%
146
-150
737
$10K ﹤0.01%
293
738
$10K ﹤0.01%
300
739
$10K ﹤0.01%
+1,200
740
$9K ﹤0.01%
87
741
$9K ﹤0.01%
114
742
$9K ﹤0.01%
100
743
$9K ﹤0.01%
352
744
$9K ﹤0.01%
400
745
$9K ﹤0.01%
+185
746
$9K ﹤0.01%
900
747
$9K ﹤0.01%
100
748
$9K ﹤0.01%
45
749
$9K ﹤0.01%
59
750
$9K ﹤0.01%
25
28 29
30
31 32