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
926
$700 ﹤0.01%
12
927
$698 ﹤0.01%
14
928
$686 ﹤0.01%
5
929
$683 ﹤0.01%
62
930
$679 ﹤0.01%
1,050
931
$675 ﹤0.01%
15
932
$671 ﹤0.01%
6
933
$663 ﹤0.01%
2
934
$663 ﹤0.01%
14
935
$660 ﹤0.01%
15
936
$658 ﹤0.01%
153
937
$644 ﹤0.01%
16
938
$640 ﹤0.01%
16
939
$628 ﹤0.01%
13
940
$620 ﹤0.01%
7
941
$599 ﹤0.01%
23
942
$596 ﹤0.01%
20
943
$582 ﹤0.01%
8
944
$579 ﹤0.01%
15
945
$577 ﹤0.01%
15
946
$568 ﹤0.01%
21
947
$544 ﹤0.01%
16
948
$528 ﹤0.01%
52
949
$523 ﹤0.01%
87
950
$517 ﹤0.01%
82
36 37
38
39 40