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
176
$531K 0.06%
8,480
+200
177
$528K 0.06%
31,496
-421
178
$521K 0.06%
8,236
+628
179
$515K 0.06%
30,310
-8
180
$506K 0.06%
12,097
+1
181
$502K 0.06%
18,500
182
$501K 0.06%
6,379
-4,004
183
$493K 0.05%
24,176
-1,278
184
$483K 0.05%
10,263
+2,067
185
$477K 0.05%
2,439
+298
186
$473K 0.05%
20,000
187
$473K 0.05%
35,234
188
$472K 0.05%
5,028
+682
189
$467K 0.05%
41,853
-8,093
190
$461K 0.05%
16,000
191
$457K 0.05%
19,040
-1,403
192
$450K 0.05%
2,343
193
$447K 0.05%
4,055
-170
194
$443K 0.05%
4,310
-9
195
$435K 0.05%
2,880
-214
196
$422K 0.05%
12,740
197
$418K 0.05%
3,214
-200
198
$415K 0.05%
2,875
-246
199
$413K 0.05%
1,682
+50
200
$409K 0.05%
1,869
-148
6 7
8
9 10