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
1026
$1K ﹤0.01%
62
1027
$1K ﹤0.01%
25
1028
$1K ﹤0.01%
13
1029
$1K ﹤0.01%
+20
1030
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1031
$1K ﹤0.01%
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1032
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29
+8
1033
$1K ﹤0.01%
9
-2
1034
$1K ﹤0.01%
6
1035
$1K ﹤0.01%
5
1036
$1K ﹤0.01%
34
1037
$1K ﹤0.01%
25
1038
$1K ﹤0.01%
30
1039
$1K ﹤0.01%
7
1040
– –
0
1041
$1K ﹤0.01%
38
1042
$1K ﹤0.01%
15
1043
$1K ﹤0.01%
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1044
$1K ﹤0.01%
+50
1045
$1K ﹤0.01%
100
-1,000
1046
$1K ﹤0.01%
20
1047
– –
-293
1048
– –
-10
1049
$0 ﹤0.01%
2
1050
– –
-12
40 41
42
43 44