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
$804M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.11M
3
+$5.61M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$3.47M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.3M
2
+$9.23M
3
+$6.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.04M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.25M

Sector Composition

1 Technology 8.43%
2 Financials 5%
3 Healthcare 4.99%
4 Consumer Discretionary 3.63%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7.4K ﹤0.01%
36
727
$7.27K ﹤0.01%
187
728
$7.23K ﹤0.01%
43
-150
729
$7.23K ﹤0.01%
5
730
$7.22K ﹤0.01%
1,149
731
$7.18K ﹤0.01%
42
732
$7.15K ﹤0.01%
5,000
733
$7.13K ﹤0.01%
261
+1
734
$7.04K ﹤0.01%
100
735
$7K ﹤0.01%
600
736
$6.92K ﹤0.01%
2,755
737
$6.88K ﹤0.01%
1,200
738
$6.84K ﹤0.01%
200
739
$6.79K ﹤0.01%
900
740
$6.68K ﹤0.01%
275
741
$6.57K ﹤0.01%
200
742
$6.57K ﹤0.01%
100
743
$6.55K ﹤0.01%
210
744
$6.25K ﹤0.01%
200
745
$6.24K ﹤0.01%
+150
746
$6.19K ﹤0.01%
300
747
$6.07K ﹤0.01%
1,790
748
$6.04K ﹤0.01%
300
749
$6.01K ﹤0.01%
50
750
$6K ﹤0.01%
124
28 29
30
31 32