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
+$7.2M
2
+$3.23M
3
+$2.66M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.87M

Top Sells

1
+$2.18M
2
+$1.1M
3
+$994K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$732K
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%
18
827
$5K ﹤0.01%
14
828
$5K ﹤0.01%
300
829
$5K ﹤0.01%
234
+30
830
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39
-25
831
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48
832
$5K ﹤0.01%
400
833
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834
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50
835
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8
836
$5K ﹤0.01%
400
837
$5K ﹤0.01%
258
838
$5K ﹤0.01%
450
839
$5K ﹤0.01%
100
840
$5K ﹤0.01%
46
841
$5K ﹤0.01%
100
842
$5K ﹤0.01%
1
843
$4K ﹤0.01%
100
844
$4K ﹤0.01%
250
845
$4K ﹤0.01%
28
846
$4K ﹤0.01%
19
847
$4K ﹤0.01%
250
848
$4K ﹤0.01%
67
849
$4K ﹤0.01%
69
850
$4K ﹤0.01%
104
32 33
34
35 36