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
201
$233K 0.04%
+4,598
202
$230K 0.04%
2,182
-180
203
$225K 0.04%
1,728
-24
204
$223K 0.04%
3,186
-364
205
$223K 0.04%
1,189
-11
206
$219K 0.04%
3,248
-40
207
$218K 0.04%
1,166
-85
208
$217K 0.04%
2,503
-18,257
209
$217K 0.04%
4,881
210
$212K 0.04%
17,230
+3,905
211
$212K 0.04%
3,388
212
$208K 0.04%
2,522
-58
213
$207K 0.04%
9,954
+3,132
214
$207K 0.04%
786
215
$206K 0.04%
2,500
216
$205K 0.04%
60,000
217
$202K 0.04%
6,094
218
$198K 0.03%
6,378
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219
$198K 0.03%
2,622
-38
220
$195K 0.03%
+13,035
221
$195K 0.03%
1,909
+9
222
$187K 0.03%
4,209
+282
223
$186K 0.03%
8,847
224
$186K 0.03%
1,285
225
$185K 0.03%
+8,346
7 8
9
10 11