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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.19M
3
+$2.35M
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
+$3.31M
2
+$2.82M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.62M
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
801
$1K ﹤0.01%
+13
802
$1K ﹤0.01%
+29
803
$1K ﹤0.01%
+91
804
$1K ﹤0.01%
+10
805
$1K ﹤0.01%
+31
806
$1K ﹤0.01%
+78
807
$1K ﹤0.01%
+29
808
$1K ﹤0.01%
+12
809
$1K ﹤0.01%
+14
810
$1K ﹤0.01%
+59
811
$1K ﹤0.01%
+61
812
$1K ﹤0.01%
+9
813
$1K ﹤0.01%
+9
814
$1K ﹤0.01%
+58
815
$1K ﹤0.01%
+13
816
$1K ﹤0.01%
+55
817
$1K ﹤0.01%
+41
818
$1K ﹤0.01%
+14
819
$1K ﹤0.01%
+22
820
$1K ﹤0.01%
114
821
$1K ﹤0.01%
+24
822
$1K ﹤0.01%
+46
823
$1K ﹤0.01%
+12
824
$1K ﹤0.01%
+34
825
$1K ﹤0.01%
+50
31 32
33
34 35