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
$804M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.11M
3
+$5.61M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$3.47M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.3M
2
+$9.23M
3
+$6.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.04M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.25M

Sector Composition

1 Technology 8.43%
2 Financials 5%
3 Healthcare 4.99%
4 Consumer Discretionary 3.63%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$4.53K ﹤0.01%
95
777
$4.51K ﹤0.01%
400
778
$4.49K ﹤0.01%
548
779
$4.47K ﹤0.01%
149
780
$4.46K ﹤0.01%
200
781
$4.42K ﹤0.01%
125
-265
782
$4.37K ﹤0.01%
600
783
$4.3K ﹤0.01%
1,378
-3,000
784
$4.28K ﹤0.01%
157
+1
785
$4.25K ﹤0.01%
440
786
$4.24K ﹤0.01%
1,000
787
$4.16K ﹤0.01%
150
788
$4.16K ﹤0.01%
183
789
$4.14K ﹤0.01%
25
790
$4.12K ﹤0.01%
50
791
$4.12K ﹤0.01%
207
792
$4.07K ﹤0.01%
269
793
$4.01K ﹤0.01%
450
794
$3.97K ﹤0.01%
500
-95
795
$3.97K ﹤0.01%
184
-911
796
$3.95K ﹤0.01%
30
797
$3.94K ﹤0.01%
69
798
$3.94K ﹤0.01%
204
799
$3.79K ﹤0.01%
120
800
$3.68K ﹤0.01%
25
30 31
32
33 34