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
101
$1.58M 0.17%
7,106
+120
102
$1.56M 0.17%
3,988
103
$1.5M 0.17%
7,202
+316
104
$1.49M 0.16%
59,436
+789
105
$1.44M 0.16%
18,274
+1,201
106
$1.42M 0.16%
64,483
-2,007
107
$1.39M 0.15%
13,784
+11,040
108
$1.37M 0.15%
9,786
-2,020
109
$1.35M 0.15%
6,415
+327
110
$1.33M 0.15%
23,760
+1,075
111
$1.32M 0.15%
21,734
+814
112
$1.32M 0.14%
+86,646
113
$1.29M 0.14%
8,708
114
$1.28M 0.14%
25,320
-4,517
115
$1.28M 0.14%
24,606
-1,034
116
$1.27M 0.14%
14,636
-105
117
$1.26M 0.14%
3,667
-24
118
$1.18M 0.13%
2,628
-35
119
$1.18M 0.13%
24,050
120
$1.17M 0.13%
5,629
121
$1.16M 0.13%
78,210
-14,065
122
$1.15M 0.13%
6,537
+125
123
$1.1M 0.12%
70,000
-3,603
124
$1.1M 0.12%
+72,160
125
$1.08M 0.12%
8,384
-552
3 4
5
6 7