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
1
$24.3M 6.61%
300,802
+45,013
2
$19.6M 5.34%
235,998
+15,432
3
$15.9M 4.33%
408,935
+22,870
4
$15.5M 4.23%
253,183
+36,037
5
$14.7M 4.01%
41,541
-508
6
$13.4M 3.64%
131,288
-10,549
7
$12.5M 3.4%
293,390
-5,396
8
$10M 2.73%
137,753
-7,295
9
$7.61M 2.07%
155,545
+9,175
10
$7.28M 1.98%
24,700
+3,368
11
$6.87M 1.87%
128,592
+7,517
12
$6.16M 1.68%
47,602
-2,665
13
$6.07M 1.65%
20,717
+3,825
14
$5.9M 1.61%
141,545
-17,549
15
$5.84M 1.59%
107,279
-6,658
16
$5.77M 1.57%
87,729
-8,420
17
$4.67M 1.27%
41,961
-40
18
$4.55M 1.24%
92,040
-1,236
19
$4.22M 1.15%
94,184
+1,228
20
$4.01M 1.09%
29,974
-1,508
21
$3.95M 1.08%
23,651
-139,758
22
$3.85M 1.05%
49,158
+3,864
23
$3.77M 1.03%
32,737
+9,814
24
$3.44M 0.94%
42,750
25
$3.2M 0.87%
28,617
+77
1
2 3 4 5