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
$908M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.44M
3
+$2.58M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.86M

Top Sells

1
+$2.16M
2
+$1.07M
3
+$964K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$727K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.25%
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
751
$9K ﹤0.01%
194
-225
752
$9K ﹤0.01%
90
753
$8K ﹤0.01%
66
-12
754
$8K ﹤0.01%
26
755
$8K ﹤0.01%
300
756
$8K ﹤0.01%
400
757
$8K ﹤0.01%
160
758
$8K ﹤0.01%
150
759
$8K ﹤0.01%
335
-241
760
$8K ﹤0.01%
187
761
$8K ﹤0.01%
25
762
$8K ﹤0.01%
99
763
$8K ﹤0.01%
200
764
$8K ﹤0.01%
286
+3
765
$8K ﹤0.01%
225
766
$8K ﹤0.01%
42
767
$8K ﹤0.01%
244
768
$8K ﹤0.01%
132
769
$8K ﹤0.01%
700
770
$8K ﹤0.01%
304
771
$7K ﹤0.01%
28
772
$7K ﹤0.01%
100
773
$7K ﹤0.01%
278
774
$7K ﹤0.01%
75
775
$7K ﹤0.01%
25
29 30
31
32 33