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
751
$1K ﹤0.01%
+25
752
$1K ﹤0.01%
+60
753
$1K ﹤0.01%
+131
754
$1K ﹤0.01%
100
755
$1K ﹤0.01%
+23
756
$1K ﹤0.01%
1,000
757
$1K ﹤0.01%
+30
758
$1K ﹤0.01%
334
759
$1K ﹤0.01%
39
760
$1K ﹤0.01%
+30
761
$1K ﹤0.01%
+37
762
$1K ﹤0.01%
+100
763
$1K ﹤0.01%
+31
764
$1K ﹤0.01%
+30
765
$1K ﹤0.01%
100
766
$1K ﹤0.01%
56
767
$1K ﹤0.01%
+23
768
$1K ﹤0.01%
+18
769
$1K ﹤0.01%
+37
770
$1K ﹤0.01%
+13
771
$1K ﹤0.01%
250
772
$1K ﹤0.01%
+52
773
$1K ﹤0.01%
+9
774
$1K ﹤0.01%
+25
775
$1K ﹤0.01%
+114
29 30
31
32 33