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
126
$368K 0.1%
+2,287
127
$361K 0.1%
+13,180
128
$352K 0.1%
3,300
129
$350K 0.1%
2,155
+1,955
130
$348K 0.09%
3,809
+498
131
$347K 0.09%
2,412
+2,211
132
$346K 0.09%
4,115
+335
133
$346K 0.09%
2,639
+787
134
$331K 0.09%
2,984
-667
135
$329K 0.09%
3,768
+75
136
$323K 0.09%
6,500
137
$318K 0.09%
5,441
-100
138
$316K 0.09%
+6,280
139
$316K 0.09%
5,510
-3,650
140
$312K 0.09%
6,348
+208
141
$309K 0.08%
+2,926
142
$307K 0.08%
2,755
-366
143
$305K 0.08%
3,780
-32
144
$301K 0.08%
3,855
-417
145
$299K 0.08%
1,719
+168
146
$298K 0.08%
2,817
+157
147
$294K 0.08%
4,560
-49
148
$294K 0.08%
5,568
-300
149
$287K 0.08%
+25,000
150
$281K 0.08%
4,551
-45
4 5
6
7 8