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
$569M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.31M
3
+$3.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.26M
5
BND icon
Vanguard Total Bond Market
BND
+$2.59M

Top Sells

1
+$18.6M
2
+$16.7M
3
+$7.83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.82M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.25M

Sector Composition

1 Technology 6.2%
2 Financials 5.19%
3 Healthcare 4.76%
4 Communication Services 3.47%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.24%
7,795
+106
77
$1.34M 0.23%
6,718
-602
78
$1.32M 0.23%
17,442
-2,090
79
$1.29M 0.23%
12,097
-321
80
$1.24M 0.22%
116,332
81
$1.23M 0.22%
18,974
+684
82
$1.21M 0.21%
3,320
-90
83
$1.15M 0.2%
3,901
84
$1.15M 0.2%
10,209
+1,284
85
$1.08M 0.19%
27,032
-6,740
86
$1.03M 0.18%
59,221
+8,095
87
$1.02M 0.18%
26,096
+3,600
88
$991K 0.17%
37,811
+2,185
89
$990K 0.17%
15,810
+1,047
90
$990K 0.17%
19,000
-100
91
$986K 0.17%
23,262
+1,990
92
$975K 0.17%
8,447
+326
93
$949K 0.17%
16,128
+448
94
$946K 0.17%
6,791
-212
95
$943K 0.17%
5,387
+37
96
$941K 0.17%
56,714
+14,885
97
$935K 0.16%
15,667
-19
98
$927K 0.16%
13,944
+5,312
99
$920K 0.16%
9,000
100
$908K 0.16%
18,466
+429
2 3
4
5 6