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
876
$1.79K ﹤0.01%
50
877
$1.65K ﹤0.01%
44
878
$1.64K ﹤0.01%
200
879
$1.56K ﹤0.01%
300
880
$1.55K ﹤0.01%
24
881
$1.53K ﹤0.01%
22
-44
882
$1.52K ﹤0.01%
4,700
883
$1.51K ﹤0.01%
15
884
$1.47K ﹤0.01%
100
885
$1.45K ﹤0.01%
291
886
$1.4K ﹤0.01%
126
-15
887
$1.4K ﹤0.01%
100
888
$1.4K ﹤0.01%
31
889
$1.4K ﹤0.01%
100
890
$1.38K ﹤0.01%
57
891
$1.37K ﹤0.01%
33
892
$1.34K ﹤0.01%
51
893
$1.33K ﹤0.01%
63
894
$1.3K ﹤0.01%
18
895
$1.24K ﹤0.01%
49
896
$1.24K ﹤0.01%
1,000
897
$1.24K ﹤0.01%
+50
898
$1.23K ﹤0.01%
500
899
$1.19K ﹤0.01%
5
900
$1.19K ﹤0.01%
14
34 35
36
37 38