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
801
$3.67K ﹤0.01%
150
802
$3.65K ﹤0.01%
35
803
$3.63K ﹤0.01%
100
804
$3.61K ﹤0.01%
53
-56
805
$3.58K ﹤0.01%
321
-37
806
$3.56K ﹤0.01%
300
807
$3.55K ﹤0.01%
25
808
$3.49K ﹤0.01%
390
-700
809
$3.46K ﹤0.01%
144
810
$3.43K ﹤0.01%
70
-70
811
$3.42K ﹤0.01%
100
812
$3.39K ﹤0.01%
19
813
$3.39K ﹤0.01%
75
-745
814
$3.28K ﹤0.01%
31
815
$3.27K ﹤0.01%
7
816
$3.21K ﹤0.01%
44
817
$3.19K ﹤0.01%
300
818
$3.19K ﹤0.01%
138
819
$3.12K ﹤0.01%
105
-230
820
$3.11K ﹤0.01%
55
821
$3.1K ﹤0.01%
68
822
$3.09K ﹤0.01%
21
823
$3.06K ﹤0.01%
40
-10
824
$2.93K ﹤0.01%
60
825
$2.88K ﹤0.01%
1,258
31 32
33
34 35