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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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.11M
3
+$2.4M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.06M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.74M

Top Sells

1
+$3.21M
2
+$2.65M
3
+$1.94M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.6M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.47M

Sector Composition

1 Technology 6.33%
2 Healthcare 4.64%
3 Financials 4.58%
4 Consumer Discretionary 3.53%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$0 ﹤0.01%
490
977
– –
-5
978
$0 ﹤0.01%
5
979
$0 ﹤0.01%
15
980
– –
-343
981
– –
-1,800
982
$0 ﹤0.01%
+62
983
– –
-10,502
984
$0 ﹤0.01%
+11
985
– –
-150
986
– –
-250
987
– –
-4,679
988
– –
-280
989
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-500
990
– –
-30
991
– –
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992
– –
-100
993
– –
-30
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