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
+$7.03M
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 8.24%
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
801
$6K ﹤0.01%
50
802
$6K ﹤0.01%
+200
803
$6K ﹤0.01%
94
804
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95
805
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19
806
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91
807
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38
808
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25
809
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100
810
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2,150
811
$6K ﹤0.01%
100
812
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44
-51
813
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124
814
$6K ﹤0.01%
50
815
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92
816
$6K ﹤0.01%
130
+1
817
$5K ﹤0.01%
62
818
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819
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1,000
820
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18
821
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14
822
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300
823
$5K ﹤0.01%
234
+30
824
$5K ﹤0.01%
39
-25
825
$5K ﹤0.01%
17
-6
31 32
33
34 35