We are live on ! Find out more
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%
33
777
$1K ﹤0.01%
+49
778
$1K ﹤0.01%
+129
779
$1K ﹤0.01%
+7
780
$1K ﹤0.01%
+38
781
$1K ﹤0.01%
+17
782
$1K ﹤0.01%
1,000
783
$1K ﹤0.01%
+41
784
$1K ﹤0.01%
+13
785
$1K ﹤0.01%
+7
786
$1K ﹤0.01%
+26
787
$1K ﹤0.01%
+91
788
$1K ﹤0.01%
+10
789
$1K ﹤0.01%
+78
790
$1K ﹤0.01%
+29
791
$1K ﹤0.01%
+12
792
$1K ﹤0.01%
334
793
$1K ﹤0.01%
39
794
$1K ﹤0.01%
+30
795
$1K ﹤0.01%
+37
796
$1K ﹤0.01%
+9
797
$1K ﹤0.01%
+58
798
$1K ﹤0.01%
+13
799
$1K ﹤0.01%
+22
800
$1K ﹤0.01%
114
30 31
32
33 34