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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.19M
3
+$2.35M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.06M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M

Top Sells

1
+$3.31M
2
+$2.82M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.62M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.47M

Sector Composition

1 Technology 6.33%
2 Healthcare 4.64%
3 Financials 4.58%
4 Consumer Discretionary 3.53%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
+15
852
$1K ﹤0.01%
+125
853
$1K ﹤0.01%
+27
854
$1K ﹤0.01%
+78
855
$1K ﹤0.01%
+31
856
$1K ﹤0.01%
+13
857
$1K ﹤0.01%
+99
858
$1K ﹤0.01%
+22
859
$1K ﹤0.01%
+29
860
$1K ﹤0.01%
+46
861
$1K ﹤0.01%
+15
862
$1K ﹤0.01%
+20
863
$0 ﹤0.01%
+33
864
– –
-300
865
– –
-280
866
– –
-4
867
$0 ﹤0.01%
+5
868
– –
-500
869
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-30
870
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-200
871
$0 ﹤0.01%
+11
872
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-50
873
$0 ﹤0.01%
50
874
$0 ﹤0.01%
+40
875
– –
-100
33 34
35
36 37