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

Top Buys

1
+$10.3M
2
+$3.11M
3
+$2.4M
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
+$3.21M
2
+$2.65M
3
+$1.94M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.6M
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
751
$1K ﹤0.01%
+25
752
$1K ﹤0.01%
+9
753
$1K ﹤0.01%
+25
754
$1K ﹤0.01%
+114
755
$1K ﹤0.01%
+9
756
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+35
757
$1K ﹤0.01%
+13
758
$1K ﹤0.01%
+40
759
$1K ﹤0.01%
+3
760
$1K ﹤0.01%
+18
761
$1K ﹤0.01%
+16
762
$1K ﹤0.01%
+5
763
$1K ﹤0.01%
+8
764
$1K ﹤0.01%
300
-100
765
$1K ﹤0.01%
+22
766
$1K ﹤0.01%
+11
767
$1K ﹤0.01%
+26
768
$1K ﹤0.01%
+24
769
$1K ﹤0.01%
+60
770
$1K ﹤0.01%
+14
771
$1K ﹤0.01%
+59
772
$1K ﹤0.01%
+131
773
$1K ﹤0.01%
100
774
$1K ﹤0.01%
+23
775
$1K ﹤0.01%
+22
29 30
31
32 33