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
926
$3K ﹤0.01%
145
927
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150
928
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8
929
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42
930
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+9
931
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932
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600
933
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48
-8
934
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935
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300
936
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18
937
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939
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25
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$2K ﹤0.01%
300
941
$2K ﹤0.01%
35
942
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943
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944
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945
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15
946
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125
-50
947
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948
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29
949
$2K ﹤0.01%
13
950
$2K ﹤0.01%
29
36 37
38
39 40