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
151
$789K 0.09%
25,299
152
$788K 0.09%
51,837
-11,000
153
$766K 0.08%
30,000
154
$731K 0.08%
41,060
-400
155
$728K 0.08%
6,746
+1,563
156
$727K 0.08%
4,250
157
$724K 0.08%
12,311
-2,289
158
$696K 0.08%
4,223
-155
159
$695K 0.08%
6,058
-159
160
$668K 0.07%
5,177
-275
161
$651K 0.07%
66,476
-1,127
162
$642K 0.07%
10,154
163
$639K 0.07%
5,496
+33
164
$636K 0.07%
11,375
-1,296
165
$636K 0.07%
4,228
166
$628K 0.07%
5,500
167
$612K 0.07%
3,614
-308
168
$595K 0.07%
5,654
+398
169
$578K 0.06%
9,849
+375
170
$556K 0.06%
3,722
+220
171
$545K 0.06%
2,485
-53
172
$541K 0.06%
5,317
-295
173
$539K 0.06%
3,613
+39
174
$537K 0.06%
6,568
-657
175
$536K 0.06%
6,325
+251
5 6
7
8 9