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
$804M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.11M
3
+$5.61M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$3.47M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.08M

Top Sells

1
+$15.3M
2
+$9.23M
3
+$6.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.04M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.25M

Sector Composition

1 Technology 8.43%
2 Financials 5%
3 Healthcare 4.99%
4 Consumer Discretionary 3.63%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$292 ﹤0.01%
5
977
$291 ﹤0.01%
10
978
– –
0
979
$276 ﹤0.01%
15
-100
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20
981
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982
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984
$204 ﹤0.01%
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985
$182 ﹤0.01%
5
986
$178 ﹤0.01%
25
987
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138
988
$171 ﹤0.01%
150
989
$168 ﹤0.01%
20
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991
$150 ﹤0.01%
2
992
$150 ﹤0.01%
9
993
$140 ﹤0.01%
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994
$140 ﹤0.01%
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$133 ﹤0.01%
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$121 ﹤0.01%
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997
$121 ﹤0.01%
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998
$116 ﹤0.01%
125
999
$113 ﹤0.01%
11
1000
$112 ﹤0.01%
10
38 39
40
41 42