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
826
$2.85K ﹤0.01%
160
827
$2.85K ﹤0.01%
44
-1,988
828
$2.83K ﹤0.01%
143
-435
829
$2.8K ﹤0.01%
225
830
$2.8K ﹤0.01%
25
831
$2.76K ﹤0.01%
45
832
$2.73K ﹤0.01%
10
833
$2.73K ﹤0.01%
48
834
$2.68K ﹤0.01%
180
835
$2.67K ﹤0.01%
26
836
$2.65K ﹤0.01%
500
837
$2.62K ﹤0.01%
200
838
$2.61K ﹤0.01%
145
839
$2.61K ﹤0.01%
37
840
$2.61K ﹤0.01%
400
841
$2.59K ﹤0.01%
100
842
$2.57K ﹤0.01%
12
843
$2.57K ﹤0.01%
210
844
$2.55K ﹤0.01%
122
845
$2.54K ﹤0.01%
15
846
$2.53K ﹤0.01%
250
847
$2.53K ﹤0.01%
30
848
$2.49K ﹤0.01%
89
-5
849
$2.48K ﹤0.01%
50
850
$2.48K ﹤0.01%
475
32 33
34
35 36