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
176
$229K 0.06%
4,187
-221
177
$229K 0.06%
+7,191
178
$229K 0.06%
9,054
-1,198
179
$228K 0.06%
2,258
+515
180
$223K 0.06%
3,095
-63
181
$220K 0.06%
4,734
+1,094
182
$217K 0.06%
4,244
-1,200
183
$216K 0.06%
6,966
-5,500
184
$213K 0.06%
3,080
+140
185
$213K 0.06%
5,455
+3,980
186
$210K 0.06%
4,020
+3,265
187
$210K 0.06%
3,102
+328
188
$202K 0.06%
+3,878
189
$200K 0.05%
4,170
190
$198K 0.05%
750
+550
191
$197K 0.05%
2,075
-143
192
$192K 0.05%
1,264
+824
193
$191K 0.05%
2,427
-143
194
$191K 0.05%
3,582
+272
195
$188K 0.05%
+4,881
196
$186K 0.05%
1,010
-156
197
$185K 0.05%
5,594
198
$181K 0.05%
3,798
+636
199
$180K 0.05%
+6,094
200
$180K 0.05%
2,280
-120
6 7
8
9 10