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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
1101
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-50
1102
– –
-2,447
1103
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-96
1104
$0 ﹤0.01%
9
1105
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-15
1106
– –
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1107
$0 ﹤0.01%
5
1108
– –
-18,664
1109
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-100
1110
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-180
1111
$0 ﹤0.01%
9
1112
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-38
1113
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-25
1114
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-131
1115
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-793
1116
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0
1117
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1118
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1119
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1120
– –
-16
1121
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1122
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1123
$0 ﹤0.01%
1
-88
1124
– –
-2,628
1125
– –
-1,025
43 44
45
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