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
1001
$1K ﹤0.01%
22
1002
$1K ﹤0.01%
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1003
$1K ﹤0.01%
27
1004
$1K ﹤0.01%
18
1005
$1K ﹤0.01%
31
1006
$1K ﹤0.01%
33
1007
$1K ﹤0.01%
50
1008
$1K ﹤0.01%
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1009
$1K ﹤0.01%
20
1010
$1K ﹤0.01%
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1011
$1K ﹤0.01%
40
1012
$1K ﹤0.01%
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1013
$1K ﹤0.01%
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1014
$1K ﹤0.01%
23
-30
1015
$1K ﹤0.01%
70
1016
$1K ﹤0.01%
61
1017
$1K ﹤0.01%
45
1018
$1K ﹤0.01%
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1019
$1K ﹤0.01%
15
-50
1020
$1K ﹤0.01%
15
1021
$1K ﹤0.01%
41
1022
$1K ﹤0.01%
50
1023
$1K ﹤0.01%
40
1024
$1K ﹤0.01%
24
1025
$1K ﹤0.01%
4
39 40
41
42 43