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
851
$4K ﹤0.01%
104
852
$4K ﹤0.01%
93
-121
853
$4K ﹤0.01%
5
854
$4K ﹤0.01%
38
855
$4K ﹤0.01%
35
+20
856
$4K ﹤0.01%
6
857
$4K ﹤0.01%
150
-425
858
$4K ﹤0.01%
1,050
859
$4K ﹤0.01%
44
860
$4K ﹤0.01%
127
861
$4K ﹤0.01%
144
862
$4K ﹤0.01%
25
863
$4K ﹤0.01%
+60
864
$4K ﹤0.01%
20
+10
865
$4K ﹤0.01%
100
-35
866
$4K ﹤0.01%
100
867
$4K ﹤0.01%
11
868
$4K ﹤0.01%
61
869
$4K ﹤0.01%
24
870
$4K ﹤0.01%
109
871
$4K ﹤0.01%
500
872
$4K ﹤0.01%
17
873
$4K ﹤0.01%
41
874
$4K ﹤0.01%
29
-50
875
$4K ﹤0.01%
357
33 34
35
36 37