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
$366M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.21M
3
+$1.28M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$23.4M
2
+$20M
3
+$1.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.07M

Sector Composition

1 Technology 6.53%
2 Financials 4.97%
3 Healthcare 4.49%
4 Industrials 2.75%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$981K 0.27%
47,194
-188
77
$948K 0.26%
4,816
+11
78
$935K 0.25%
17,158
-139
79
$927K 0.25%
6,899
+312
80
$916K 0.25%
15,013
-598
81
$892K 0.24%
19,283
+10,079
82
$889K 0.24%
11,001
+556
83
$883K 0.24%
6,650
+1,225
84
$876K 0.24%
4,394
+171
85
$864K 0.24%
5,974
-475
86
$858K 0.23%
7,570
+2,220
87
$849K 0.23%
46,583
+3,692
88
$848K 0.23%
25,280
-769
89
$801K 0.22%
7,357
-9
90
$759K 0.21%
9,520
-230
91
$754K 0.21%
+15,000
92
$749K 0.2%
6,829
+193
93
$741K 0.2%
5,285
94
$681K 0.19%
12,458
+357
95
$674K 0.18%
8,802
+714
96
$646K 0.18%
7,886
-744
97
$637K 0.17%
8,578
-944
98
$620K 0.17%
16,228
+1,150
99
$612K 0.17%
2,869
-2,025
100
$610K 0.17%
3,643
+74
2 3
4
5 6