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
776
$1K ﹤0.01%
+9
777
$1K ﹤0.01%
+35
778
$1K ﹤0.01%
+13
779
$1K ﹤0.01%
+40
780
$1K ﹤0.01%
+3
781
$1K ﹤0.01%
+18
782
$1K ﹤0.01%
+16
783
$1K ﹤0.01%
+5
784
$1K ﹤0.01%
+8
785
$1K ﹤0.01%
300
-100
786
$1K ﹤0.01%
+22
787
$1K ﹤0.01%
+11
788
$1K ﹤0.01%
+26
789
$1K ﹤0.01%
+24
790
$1K ﹤0.01%
+22
791
$1K ﹤0.01%
+15
792
$1K ﹤0.01%
+24
793
$1K ﹤0.01%
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794
$1K ﹤0.01%
+31
795
$1K ﹤0.01%
33
796
$1K ﹤0.01%
+49
797
$1K ﹤0.01%
+129
798
$1K ﹤0.01%
+7
799
$1K ﹤0.01%
+38
800
$1K ﹤0.01%
+17
30 31
32
33 34