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
201
$404K 0.04%
29,765
-846
202
$404K 0.04%
34,523
-3,432
203
$395K 0.04%
25,537
-2,010
204
$389K 0.04%
4,518
+2,370
205
$388K 0.04%
1,008
+33
206
$387K 0.04%
4,038
+2,980
207
$382K 0.04%
483
208
$382K 0.04%
4,888
209
$379K 0.04%
30,624
-1,412
210
$368K 0.04%
51,101
-1,500
211
$363K 0.04%
1,892
+105
212
$363K 0.04%
4,570
+50
213
$362K 0.04%
1,249
+1
214
$359K 0.04%
3,683
-571
215
$357K 0.04%
1,678
-42
216
$352K 0.04%
2,825
+225
217
$348K 0.04%
6,414
+38
218
$345K 0.04%
16,835
219
$343K 0.04%
21,608
-4
220
$339K 0.04%
3,805
+309
221
$334K 0.04%
1,994
222
$328K 0.04%
4,150
-75
223
$326K 0.04%
6,369
224
$326K 0.04%
5,436
-450
225
$326K 0.04%
68
7 8
9
10 11