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
201
$179K 0.05%
4,594
202
$178K 0.05%
+2,610
203
$177K 0.05%
+6,015
204
$176K 0.05%
6,807
205
$170K 0.05%
+4,949
206
$167K 0.05%
3,356
-371
207
$167K 0.05%
+7,260
208
$159K 0.04%
+7,455
209
$154K 0.04%
+3,440
210
$151K 0.04%
+6,551
211
$151K 0.04%
6,558
212
$151K 0.04%
+8,343
213
$150K 0.04%
1,005
+18
214
$150K 0.04%
+2,260
215
$146K 0.04%
60,000
216
$146K 0.04%
+5,430
217
$145K 0.04%
954
218
$143K 0.04%
+8,847
219
$142K 0.04%
951
+51
220
$140K 0.04%
7,828
221
$139K 0.04%
3,646
+1,390
222
$138K 0.04%
1,466
-31
223
$136K 0.04%
1,051
+6
224
$132K 0.04%
2,788
-196
225
$130K 0.04%
2,435
7 8
9
10 11