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
126
$527K 0.09%
3,151
+233
127
$527K 0.09%
11,780
+30
128
$520K 0.09%
18,500
129
$470K 0.08%
12,046
130
$470K 0.08%
3,552
131
$467K 0.08%
4,468
-107
132
$442K 0.08%
12,450
-600
133
$437K 0.08%
4,003
+973
134
$437K 0.08%
5,008
+138
135
$430K 0.08%
2,230
+71
136
$422K 0.07%
2,901
-25
137
$416K 0.07%
1,611
138
$410K 0.07%
7,549
-2,002
139
$407K 0.07%
12,391
140
$402K 0.07%
6,831
-400
141
$401K 0.07%
5,680
-1,760
142
$395K 0.07%
11,150
-1,850
143
$391K 0.07%
3,986
-172
144
$390K 0.07%
1,806
-75
145
$390K 0.07%
1,287
+50
146
$389K 0.07%
6,120
+6,070
147
$384K 0.07%
6,000
-500
148
$379K 0.07%
2,983
149
$375K 0.07%
1,887
150
$366K 0.06%
6,347
-2,585
4 5
6
7 8