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
1151
– –
-17
1152
$0 ﹤0.01%
2
1153
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-60
1154
– –
-26
1155
$0 ﹤0.01%
8
1156
$0 ﹤0.01%
10
1157
$0 ﹤0.01%
7
1158
– –
-1
1159
$0 ﹤0.01%
100
1160
$0 ﹤0.01%
25
1161
– –
-4,700
1162
$0 ﹤0.01%
71
1163
– –
-100
1164
– –
-4,129
1165
– –
-100
1166
– –
-1,076
1167
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-237
1168
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-50
1169
– –
-187
1170
$0 ﹤0.01%
+4,256
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