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
251
$256K 0.03%
7,883
252
$256K 0.03%
+18,353
253
$254K 0.03%
1,601
+1,578
254
$250K 0.03%
4,085
+3,018
255
$250K 0.03%
773
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256
$247K 0.03%
2,461
-225
257
$245K 0.03%
2,406
+2,381
258
$245K 0.03%
+9,352
259
$244K 0.03%
653
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260
$243K 0.03%
3,130
+3,086
261
$240K 0.03%
16,005
+15,724
262
$239K 0.03%
7,425
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263
$235K 0.03%
6,902
+1,998
264
$233K 0.03%
+26,260
265
$232K 0.03%
+26,111
266
$230K 0.03%
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-310
267
$228K 0.03%
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268
$227K 0.03%
+18,206
269
$226K 0.03%
1,036
-812
270
$226K 0.03%
3,705
+1,735
271
$226K 0.03%
+923
272
$225K 0.03%
9,397
+205
273
$224K 0.03%
2,655
-50
274
$220K 0.03%
4,317
+168
275
$220K 0.03%
+1,705
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