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
801
$6K ﹤0.01%
38
802
$6K ﹤0.01%
25
803
$6K ﹤0.01%
100
804
$6K ﹤0.01%
30
-35
805
$6K ﹤0.01%
250
806
$6K ﹤0.01%
50
807
$6K ﹤0.01%
2,150
808
$6K ﹤0.01%
100
809
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44
-51
810
$6K ﹤0.01%
124
811
$6K ﹤0.01%
50
812
$6K ﹤0.01%
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-128
813
$6K ﹤0.01%
245
814
$6K ﹤0.01%
139
815
$6K ﹤0.01%
92
816
$6K ﹤0.01%
130
+1
817
$5K ﹤0.01%
18
818
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17
-6
819
$5K ﹤0.01%
75
820
$5K ﹤0.01%
258
821
$5K ﹤0.01%
450
822
$5K ﹤0.01%
100
823
$5K ﹤0.01%
100
824
$5K ﹤0.01%
300
825
$5K ﹤0.01%
1
31 32
33
34 35