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
901
$1.16K ﹤0.01%
+58
902
$1.16K ﹤0.01%
300
903
$1.11K ﹤0.01%
46
904
$1.1K ﹤0.01%
1
905
$1.09K ﹤0.01%
50
906
$1.05K ﹤0.01%
25
907
$1K ﹤0.01%
134
908
$998 ﹤0.01%
16
909
$994 ﹤0.01%
50
910
$882 ﹤0.01%
19
-950
911
$872 ﹤0.01%
21
912
$863 ﹤0.01%
12
913
$853 ﹤0.01%
357
914
$852 ﹤0.01%
100
915
$839 ﹤0.01%
16
916
$829 ﹤0.01%
43
+5
917
$818 ﹤0.01%
5
918
$782 ﹤0.01%
2,200
919
$758 ﹤0.01%
1
920
$735 ﹤0.01%
11
921
$734 ﹤0.01%
7
-81
922
$724 ﹤0.01%
12
923
$720 ﹤0.01%
6
924
$706 ﹤0.01%
+3
925
$703 ﹤0.01%
20
35 36
37
38 39