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
851
$2.41K ﹤0.01%
47
852
$2.41K ﹤0.01%
90
853
$2.41K ﹤0.01%
53
+1
854
$2.38K ﹤0.01%
55
855
$2.37K ﹤0.01%
100
856
$2.34K ﹤0.01%
34
857
$2.31K ﹤0.01%
54
+2
858
$2.31K ﹤0.01%
109
859
$2.31K ﹤0.01%
500
-500
860
$2.29K ﹤0.01%
18
861
$2.29K ﹤0.01%
66
862
$2.28K ﹤0.01%
1,500
863
$2.19K ﹤0.01%
40
864
$2.19K ﹤0.01%
45
865
$2.15K ﹤0.01%
125
866
$2.11K ﹤0.01%
45
867
$2.1K ﹤0.01%
51
-41
868
$2.1K ﹤0.01%
5
869
$2.04K ﹤0.01%
100
870
$2.04K ﹤0.01%
6
871
$1.97K ﹤0.01%
23
872
$1.97K ﹤0.01%
70
873
$1.88K ﹤0.01%
100
874
$1.85K ﹤0.01%
18
875
$1.82K ﹤0.01%
15
33 34
35
36 37