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
926
$3K ﹤0.01%
19
927
$3K ﹤0.01%
53
+1
928
$3K ﹤0.01%
145
929
$3K ﹤0.01%
150
930
$2K ﹤0.01%
150
931
$2K ﹤0.01%
57
932
$2K ﹤0.01%
86
933
$2K ﹤0.01%
20
934
$2K ﹤0.01%
15
935
$2K ﹤0.01%
125
-50
936
$2K ﹤0.01%
18
937
$2K ﹤0.01%
114
938
$2K ﹤0.01%
80
-490
939
$2K ﹤0.01%
21
940
$2K ﹤0.01%
70
941
$2K ﹤0.01%
50
942
$2K ﹤0.01%
50
-144
943
$2K ﹤0.01%
25
-100
944
$2K ﹤0.01%
250
945
$2K ﹤0.01%
25
946
$2K ﹤0.01%
19
947
$2K ﹤0.01%
7
-35
948
$2K ﹤0.01%
42
949
$2K ﹤0.01%
25
950
$2K ﹤0.01%
30
36 37
38
39 40