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
$366M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.21M
3
+$1.28M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$23.4M
2
+$20M
3
+$1.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.07M

Sector Composition

1 Technology 6.53%
2 Financials 4.97%
3 Healthcare 4.49%
4 Industrials 2.75%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$600K 0.16%
17,923
-2,500
102
$589K 0.16%
27,831
+8,514
103
$585K 0.16%
1,608
-109
104
$585K 0.16%
21,975
+100
105
$584K 0.16%
12,046
106
$549K 0.15%
3,533
-88
107
$537K 0.15%
6,715
-1,731
108
$530K 0.14%
20,000
109
$525K 0.14%
3,499
-465
110
$522K 0.14%
6,155
+10
111
$521K 0.14%
21,100
-2,600
112
$519K 0.14%
14,088
+2,089
113
$488K 0.13%
7,640
+502
114
$483K 0.13%
10,346
+530
115
$462K 0.13%
5,066
-146
116
$453K 0.12%
2,609
+1,172
117
$451K 0.12%
2,865
+2,500
118
$446K 0.12%
7,824
-58
119
$428K 0.12%
4,626
-799
120
$427K 0.12%
4,930
-377
121
$418K 0.11%
17,363
+13,563
122
$409K 0.11%
5,241
+611
123
$405K 0.11%
1,504
+67
124
$384K 0.1%
6,326
+753
125
$378K 0.1%
2,046
+90
3 4
5
6 7