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
776
$7K ﹤0.01%
188
777
$7K ﹤0.01%
150
778
$7K ﹤0.01%
33
-32
779
$7K ﹤0.01%
24
780
$7K ﹤0.01%
300
781
$7K ﹤0.01%
115
782
$7K ﹤0.01%
75
783
$7K ﹤0.01%
60
784
$7K ﹤0.01%
209
785
$7K ﹤0.01%
5
786
$7K ﹤0.01%
1,000
787
$7K ﹤0.01%
209
-48
788
$7K ﹤0.01%
170
789
$7K ﹤0.01%
1,500
790
$7K ﹤0.01%
155
791
$7K ﹤0.01%
400
792
$7K ﹤0.01%
36
793
$7K ﹤0.01%
35
794
$6K ﹤0.01%
376
-456
795
$6K ﹤0.01%
300
796
$6K ﹤0.01%
+200
797
$6K ﹤0.01%
94
798
$6K ﹤0.01%
95
799
$6K ﹤0.01%
19
800
$6K ﹤0.01%
91
30 31
32
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