We are live on ! Find out more
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
+$7.2M
2
+$3.23M
3
+$2.66M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.55M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.87M

Top Sells

1
+$2.18M
2
+$1.1M
3
+$994K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$732K
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
1076
$0 ﹤0.01%
9
1077
– –
-142
1078
– –
-10
1079
– –
-16
1080
$0 ﹤0.01%
10
-945
1081
– –
-23
1082
$0 ﹤0.01%
5
1083
– –
-67
1084
$0 ﹤0.01%
2
1085
– –
-119
1086
– –
-75
1087
– –
0
1088
– –
-10
1089
$0 ﹤0.01%
25
1090
– –
-156
1091
– –
-2
1092
– –
0
1093
– –
-100
1094
– –
-520
1095
– –
-12
1096
$0 ﹤0.01%
15
1097
$0 ﹤0.01%
4
1098
$0 ﹤0.01%
+12
1099
– –
-1,409
1100
$0 ﹤0.01%
13
-37
42 43
44
45 46