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
826
$5K ﹤0.01%
234
+30
827
$5K ﹤0.01%
39
-25
828
$5K ﹤0.01%
37
829
$5K ﹤0.01%
100
830
$5K ﹤0.01%
+500
831
$5K ﹤0.01%
90
832
$5K ﹤0.01%
62
833
$5K ﹤0.01%
207
834
$5K ﹤0.01%
1,000
835
$5K ﹤0.01%
14
836
$5K ﹤0.01%
48
837
$5K ﹤0.01%
400
838
$5K ﹤0.01%
300
839
$5K ﹤0.01%
50
840
$5K ﹤0.01%
8
841
$5K ﹤0.01%
400
842
$5K ﹤0.01%
46
843
$4K ﹤0.01%
236
-700
844
$4K ﹤0.01%
67
845
$4K ﹤0.01%
+20
846
$4K ﹤0.01%
172
847
$4K ﹤0.01%
28
848
$4K ﹤0.01%
19
849
$4K ﹤0.01%
250
850
$4K ﹤0.01%
69
32 33
34
35 36