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
$848M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,298
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.26M
3
+$7.07M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.88M
5
AAPL icon
Apple
AAPL
+$5.45M

Top Sells

1
+$7.96M
2
+$4.99M
3
+$4.87M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.73M
5
PTON icon
Peloton Interactive
PTON
+$4.6M

Sector Composition

1 Technology 8.21%
2 Financials 5.55%
3 Healthcare 4.12%
4 Consumer Discretionary 3.59%
5 Industrials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$320K 0.04%
1,246
+1
227
$315K 0.04%
6,378
228
$306K 0.04%
3,898
+3,055
229
$306K 0.04%
3,180
+6
230
$305K 0.04%
2,882
-200
231
$305K 0.04%
+6,000
232
$303K 0.04%
5,899
+2
233
$298K 0.04%
5,579
-2,300
234
$297K 0.04%
8,101
-6
235
$296K 0.03%
1,620
-1,910
236
$293K 0.03%
5,587
237
$285K 0.03%
+4,609
238
$284K 0.03%
4,391
+2,606
239
$284K 0.03%
1,761
-94
240
$283K 0.03%
1,184
-585
241
$282K 0.03%
1,994
+1,588
242
$281K 0.03%
+41,654
243
$280K 0.03%
5,314
+3,616
244
$276K 0.03%
2,744
-200
245
$274K 0.03%
1,262
-284
246
$270K 0.03%
5,590
+1,350
247
$267K 0.03%
+4,301
248
$262K 0.03%
61,000
249
$259K 0.03%
+963
250
$257K 0.03%
+4,476
8 9
10
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