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
$908M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.44M
3
+$2.58M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.86M

Top Sells

1
+$2.16M
2
+$1.07M
3
+$964K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$727K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$588K

Sector Composition

1 Technology 8.25%
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
76
$2.12M 0.23%
18,496
+9
77
$2.02M 0.22%
4,533
+76
78
$2.02M 0.22%
36,808
-9,122
79
$2.01M 0.22%
7,782
-144
80
$1.99M 0.22%
12,306
-130
81
$1.99M 0.22%
39,616
+1,590
82
$1.98M 0.22%
15,540
+147
83
$1.97M 0.22%
11,992
-971
84
$1.92M 0.21%
9,812
+138
85
$1.89M 0.21%
9,486
+365
86
$1.88M 0.21%
22,191
+296
87
$1.81M 0.2%
24,130
+1,487
88
$1.79M 0.2%
176,789
-8,620
89
$1.79M 0.2%
20,790
+495
90
$1.71M 0.19%
2,831
+80
91
$1.69M 0.19%
6,234
-6
92
$1.69M 0.19%
9,379
-485
93
$1.68M 0.19%
33,434
+108
94
$1.67M 0.18%
+91,389
95
$1.64M 0.18%
16,794
96
$1.61M 0.18%
98,869
+5,243
97
$1.61M 0.18%
6,208
-202
98
$1.6M 0.18%
12,006
+182
99
$1.59M 0.18%
6,904
+203
100
$1.59M 0.17%
7,064
-102
2 3
4
5 6