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
$495M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$21.5M
3
+$18.8M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$15.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$15.6M

Top Sells

1
+$7.2M
2
+$6.54M
3
+$3.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.03M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.74M

Sector Composition

1 Technology 6.04%
2 Financials 4.61%
3 Healthcare 4.34%
4 Communication Services 3.37%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$0 ﹤0.01%
+100
852
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0
853
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-100
854
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-110
855
– –
-50
856
– –
-200
857
$0 ﹤0.01%
+25
858
– –
0
859
$0 ﹤0.01%
65
860
– –
-50
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