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
$908M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$3.23M
3
+$2.66M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.87M

Top Sells

1
+$2.18M
2
+$1.1M
3
+$994K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$732K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.24%
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%
24
777
$7K ﹤0.01%
300
778
$7K ﹤0.01%
115
779
$7K ﹤0.01%
75
780
$7K ﹤0.01%
60
781
$7K ﹤0.01%
209
782
$7K ﹤0.01%
5
783
$7K ﹤0.01%
1,000
784
$7K ﹤0.01%
209
-48
785
$7K ﹤0.01%
170
786
$7K ﹤0.01%
1,500
787
$7K ﹤0.01%
155
788
$7K ﹤0.01%
400
789
$7K ﹤0.01%
36
790
$7K ﹤0.01%
35
791
$7K ﹤0.01%
278
792
$7K ﹤0.01%
75
793
$7K ﹤0.01%
25
794
$6K ﹤0.01%
2,150
795
$6K ﹤0.01%
100
796
$6K ﹤0.01%
376
-456
797
$6K ﹤0.01%
30
-35
798
$6K ﹤0.01%
250
799
$6K ﹤0.01%
50
800
$6K ﹤0.01%
+200
30 31
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