We are live on ! Find out more
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
951
$2K ﹤0.01%
122
952
$2K ﹤0.01%
14
953
$2K ﹤0.01%
50
954
$2K ﹤0.01%
80
-490
955
$2K ﹤0.01%
21
956
$2K ﹤0.01%
70
957
$2K ﹤0.01%
50
958
$2K ﹤0.01%
50
-144
959
$2K ﹤0.01%
24
+9
960
$2K ﹤0.01%
100
961
$2K ﹤0.01%
75
962
$2K ﹤0.01%
+31
963
$2K ﹤0.01%
73
964
$2K ﹤0.01%
25
965
$2K ﹤0.01%
19
966
$2K ﹤0.01%
7
-35
967
$2K ﹤0.01%
200
968
$2K ﹤0.01%
13
969
$2K ﹤0.01%
50
970
$2K ﹤0.01%
10
971
$2K ﹤0.01%
42
972
$2K ﹤0.01%
25
973
$2K ﹤0.01%
30
974
$2K ﹤0.01%
45
975
$2K ﹤0.01%
114
37 38
39
40 41