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
$908M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$3.23M
3
+$2.66M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.87M

Top Sells

1
+$2.18M
2
+$1.1M
3
+$994K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$732K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.24%
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
876
$4K ﹤0.01%
+20
877
$4K ﹤0.01%
69
878
$4K ﹤0.01%
104
879
$4K ﹤0.01%
93
-121
880
$4K ﹤0.01%
5
881
$4K ﹤0.01%
150
-425
882
$4K ﹤0.01%
1,050
883
$4K ﹤0.01%
44
884
$4K ﹤0.01%
127
885
$4K ﹤0.01%
144
886
$4K ﹤0.01%
25
887
$4K ﹤0.01%
+60
888
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20
+10
889
$4K ﹤0.01%
100
-35
890
$4K ﹤0.01%
100
891
$4K ﹤0.01%
11
892
$4K ﹤0.01%
61
893
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24
894
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19
895
$3K ﹤0.01%
53
+1
896
$3K ﹤0.01%
145
897
$3K ﹤0.01%
150
898
$3K ﹤0.01%
8
899
$3K ﹤0.01%
42
900
$3K ﹤0.01%
25
-176
34 35
36
37 38