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
151
$278K 0.08%
4,968
152
$277K 0.08%
2,785
-952
153
$276K 0.08%
1,328
-800
154
$276K 0.08%
+2,580
155
$271K 0.07%
1,975
+411
156
$267K 0.07%
6,921
+1,413
157
$265K 0.07%
3,181
+116
158
$265K 0.07%
3,081
+171
159
$262K 0.07%
2,971
-124
160
$261K 0.07%
3,460
+50
161
$258K 0.07%
2,395
+30
162
$258K 0.07%
1,484
-116
163
$254K 0.07%
10,142
+2,338
164
$254K 0.07%
11,406
+270
165
$253K 0.07%
6,880
+862
166
$249K 0.07%
1,525
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167
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168
$247K 0.07%
+1,966
169
$245K 0.07%
644
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170
$242K 0.07%
10,000
-1,100
171
$236K 0.06%
2,900
+2,415
172
$235K 0.06%
832
+792
173
$234K 0.06%
5,613
+875
174
$234K 0.06%
1,960
-477
175
$229K 0.06%
+6,634
5 6
7
8 9