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
$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 8.24%
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
976
$2K ﹤0.01%
10
977
$1K ﹤0.01%
10
978
$1K ﹤0.01%
40
979
$1K ﹤0.01%
20
980
$1K ﹤0.01%
3
981
$1K ﹤0.01%
10
982
$1K ﹤0.01%
19
983
$1K ﹤0.01%
16
984
$1K ﹤0.01%
15
985
$1K ﹤0.01%
10
986
$1K ﹤0.01%
19
987
$1K ﹤0.01%
43
988
$1K ﹤0.01%
100
989
$1K ﹤0.01%
22
990
$1K ﹤0.01%
31
991
$1K ﹤0.01%
33
992
$1K ﹤0.01%
50
993
$1K ﹤0.01%
49
994
$1K ﹤0.01%
20
995
$1K ﹤0.01%
33
996
$1K ﹤0.01%
20
997
$1K ﹤0.01%
15
-50
998
$1K ﹤0.01%
15
999
$1K ﹤0.01%
41
1000
$1K ﹤0.01%
50
38 39
40
41 42