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
951
$494 ﹤0.01%
6
952
$484 ﹤0.01%
6
953
$482 ﹤0.01%
27
-258
954
$476 ﹤0.01%
10
955
$455 ﹤0.01%
15
956
$440 ﹤0.01%
7
957
$430 ﹤0.01%
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958
$427 ﹤0.01%
1,000
959
$425 ﹤0.01%
4
960
$425 ﹤0.01%
25
961
$417 ﹤0.01%
16
962
$417 ﹤0.01%
8
963
$410 ﹤0.01%
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964
$402 ﹤0.01%
50
965
$390 ﹤0.01%
25
966
$372 ﹤0.01%
3
967
$371 ﹤0.01%
8
968
$360 ﹤0.01%
5
969
$354 ﹤0.01%
8
970
$345 ﹤0.01%
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971
$345 ﹤0.01%
6
972
$345 ﹤0.01%
28
973
$306 ﹤0.01%
9
974
$306 ﹤0.01%
200
975
$305 ﹤0.01%
75
37 38
39
40 41