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
176
$302K 0.05%
8,860
-189
177
$302K 0.05%
2,800
178
$298K 0.05%
5,252
+39
179
$293K 0.05%
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180
$289K 0.05%
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181
$285K 0.05%
8,383
182
$281K 0.05%
3,578
-244
183
$278K 0.05%
2,924
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184
$276K 0.05%
3,315
+20
185
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2,698
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186
$272K 0.05%
3,684
-1,281
187
$272K 0.05%
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188
$272K 0.05%
4,462
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189
$267K 0.05%
5,286
-150
190
$263K 0.05%
4,675
-141
191
$262K 0.05%
4,888
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192
$262K 0.05%
6,075
193
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15,225
194
$259K 0.05%
6,252
195
$245K 0.04%
6,015
196
$244K 0.04%
3,250
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197
$244K 0.04%
4,469
-532
198
$239K 0.04%
3,315
-165
199
$237K 0.04%
7,982
-165
200
$237K 0.04%
+4,171
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