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
826
$5K ﹤0.01%
100
827
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1
828
$5K ﹤0.01%
37
829
$5K ﹤0.01%
100
830
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+500
831
$5K ﹤0.01%
90
832
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75
833
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834
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835
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836
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837
$5K ﹤0.01%
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838
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839
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840
$5K ﹤0.01%
450
841
$5K ﹤0.01%
100
842
$5K ﹤0.01%
46
843
$4K ﹤0.01%
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844
$4K ﹤0.01%
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845
$4K ﹤0.01%
200
846
$4K ﹤0.01%
125
-246
847
$4K ﹤0.01%
25
848
$4K ﹤0.01%
170
849
$4K ﹤0.01%
100
850
$4K ﹤0.01%
500
32 33
34
35 36