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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
1126
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-2
1127
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-624
1128
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-200
1129
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-160
1130
– –
-43
1131
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-1,247
1132
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-25
1133
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0
1134
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1135
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1136
$0 ﹤0.01%
8
1137
$0 ﹤0.01%
10
1138
$0 ﹤0.01%
71
1139
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-38
1140
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0
1141
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-3,000
1142
$0 ﹤0.01%
44
1143
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1144
$0 ﹤0.01%
4
1145
– –
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1146
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1147
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1148
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1149
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-4,129
1150
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43 44 45
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