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
901
$3K ﹤0.01%
90
902
$3K ﹤0.01%
200
903
$3K ﹤0.01%
32
904
$3K ﹤0.01%
43
-192
905
$3K ﹤0.01%
120
906
$3K ﹤0.01%
63
907
$3K ﹤0.01%
2
908
$3K ﹤0.01%
56
-54
909
$3K ﹤0.01%
70
910
$3K ﹤0.01%
20
911
$3K ﹤0.01%
19
912
$3K ﹤0.01%
73
913
$3K ﹤0.01%
25
-176
914
$3K ﹤0.01%
45
915
$3K ﹤0.01%
12
916
$3K ﹤0.01%
100
917
$3K ﹤0.01%
+100
918
$3K ﹤0.01%
91
919
$3K ﹤0.01%
100
920
$3K ﹤0.01%
+50
921
$3K ﹤0.01%
34
922
$3K ﹤0.01%
69
+19
923
$3K ﹤0.01%
+25
924
$3K ﹤0.01%
10
925
$3K ﹤0.01%
14
35 36
37
38 39