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
$569M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.31M
3
+$3.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.26M
5
BND icon
Vanguard Total Bond Market
BND
+$2.59M

Top Sells

1
+$18.6M
2
+$16.7M
3
+$7.83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.82M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.25M

Sector Composition

1 Technology 6.2%
2 Financials 5.19%
3 Healthcare 4.76%
4 Communication Services 3.47%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$903K 0.16%
14,653
+737
102
$874K 0.15%
4,523
-538
103
$868K 0.15%
15,700
-814
104
$855K 0.15%
35,234
105
$814K 0.14%
23,505
-668
106
$809K 0.14%
6,766
-1,073
107
$801K 0.14%
14,304
-1,736
108
$795K 0.14%
8,549
+1,924
109
$763K 0.13%
4,346
-20
110
$753K 0.13%
12,415
+410
111
$740K 0.13%
5,532
+313
112
$719K 0.13%
7,864
-60
113
$685K 0.12%
3,836
-98
114
$668K 0.12%
4,068
-699
115
$659K 0.12%
61,048
+17,988
116
$658K 0.12%
15,669
+1,297
117
$644K 0.11%
5,646
118
$639K 0.11%
17,634
+3,620
119
$628K 0.11%
3,830
-6,940
120
$625K 0.11%
15,334
+34
121
$610K 0.11%
6,668
+96
122
$546K 0.1%
19,412
123
$535K 0.09%
2,490
+119
124
$533K 0.09%
3,403
+34
125
$531K 0.09%
18,888
+4,637
3 4
5
6 7