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
776
$1K ﹤0.01%
+22
777
$1K ﹤0.01%
+11
778
$1K ﹤0.01%
+26
779
$1K ﹤0.01%
+24
780
$1K ﹤0.01%
+60
781
$1K ﹤0.01%
+15
782
$1K ﹤0.01%
+24
783
$1K ﹤0.01%
+26
784
$1K ﹤0.01%
+31
785
$1K ﹤0.01%
33
786
$1K ﹤0.01%
+49
787
$1K ﹤0.01%
+129
788
$1K ﹤0.01%
+7
789
$1K ﹤0.01%
+38
790
$1K ﹤0.01%
+17
791
$1K ﹤0.01%
+13
792
$1K ﹤0.01%
+29
793
$1K ﹤0.01%
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794
$1K ﹤0.01%
1,000
795
$1K ﹤0.01%
+41
796
$1K ﹤0.01%
+13
797
$1K ﹤0.01%
+7
798
$1K ﹤0.01%
+26
799
$1K ﹤0.01%
+91
800
$1K ﹤0.01%
+10
30 31
32
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