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
751
$5.78K ﹤0.01%
20
752
$5.78K ﹤0.01%
53
753
$5.77K ﹤0.01%
75
754
$5.64K ﹤0.01%
66
755
$5.55K ﹤0.01%
50
756
$5.52K ﹤0.01%
75
757
$5.46K ﹤0.01%
100
758
$5.46K ﹤0.01%
39
759
$5.45K ﹤0.01%
750
760
$5.29K ﹤0.01%
100
761
$5.27K ﹤0.01%
25
762
$5.26K ﹤0.01%
132
-132
763
$5.24K ﹤0.01%
35
764
$5.13K ﹤0.01%
139
765
$5.13K ﹤0.01%
20
-15
766
$5.06K ﹤0.01%
103
767
$5.04K ﹤0.01%
108
768
$5.03K ﹤0.01%
+112
769
$4.93K ﹤0.01%
2
770
$4.89K ﹤0.01%
502
-220
771
$4.67K ﹤0.01%
12
-26
772
$4.66K ﹤0.01%
75
773
$4.62K ﹤0.01%
29
774
$4.61K ﹤0.01%
500
775
$4.58K ﹤0.01%
22
-25
29 30
31
32 33