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
126
$1.06M 0.12%
18,175
+2,518
127
$1.04M 0.11%
15,325
+345
128
$1.04M 0.11%
10,056
-84
129
$1.03M 0.11%
4,310
+147
130
$1.03M 0.11%
8,687
+665
131
$1.02M 0.11%
10,194
+2,170
132
$1.02M 0.11%
4,217
-330
133
$984K 0.11%
7,041
134
$968K 0.11%
3,026
+113
135
$946K 0.1%
57,805
-21,967
136
$941K 0.1%
8,425
-175
137
$923K 0.1%
24,092
-1,328
138
$910K 0.1%
17,600
139
$909K 0.1%
14,890
-250
140
$888K 0.1%
13,829
-4,154
141
$869K 0.1%
11,823
+336
142
$864K 0.1%
15,580
+26
143
$837K 0.09%
7,650
+1,125
144
$823K 0.09%
10,388
-348
145
$819K 0.09%
16,295
-1,744
146
$819K 0.09%
40,789
-2,016
147
$814K 0.09%
9,868
-220
148
$807K 0.09%
11,431
+213
149
$801K 0.09%
5,690
-185
150
$798K 0.09%
3,584
+155
4 5
6
7 8