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
276
$219K 0.03%
670
+250
277
$218K 0.03%
2,741
-35
278
$218K 0.03%
5,571
+4,871
279
$216K 0.03%
5,111
-3,128
280
$215K 0.03%
2,730
+1,579
281
$215K 0.03%
3,513
+3,333
282
$209K 0.02%
3,350
-75
283
$207K 0.02%
2,460
+2,400
284
$207K 0.02%
1,818
+468
285
$206K 0.02%
2,348
+300
286
$205K 0.02%
+22,239
287
$204K 0.02%
1,216
+112
288
$202K 0.02%
+1,500
289
$200K 0.02%
651
+600
290
$199K 0.02%
5,466
-6
291
$198K 0.02%
3,250
+750
292
$198K 0.02%
1,871
-55
293
$197K 0.02%
48,751
294
$196K 0.02%
+42,176
295
$195K 0.02%
7,828
296
$189K 0.02%
7,112
-100
297
$188K 0.02%
2,110
+752
298
$187K 0.02%
5,000
299
$187K 0.02%
+1,320
300
$185K 0.02%
2,148
+557
10 11
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