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
301
$184K 0.02%
4,480
-1,072
302
$180K 0.02%
+3,674
303
$176K 0.02%
4,771
+3,901
304
$175K 0.02%
+1,845
305
$173K 0.02%
525
306
$170K 0.02%
11,035
307
$170K 0.02%
792
+115
308
$169K 0.02%
5,570
+3,165
309
$168K 0.02%
1,495
-40,913
310
$168K 0.02%
3,000
+1,200
311
$167K 0.02%
1,550
-500
312
$165K 0.02%
1,864
+148
313
$164K 0.02%
+47,332
314
$161K 0.02%
+6,324
315
$159K 0.02%
+39,742
316
$159K 0.02%
8,460
+2,450
317
$158K 0.02%
+2,320
318
$157K 0.02%
7,992
+7,937
319
$151K 0.02%
+1,006
320
$149K 0.02%
2,947
+2,760
321
$149K 0.02%
541
322
$145K 0.02%
+718
323
$144K 0.02%
2,086
-209
324
$143K 0.02%
2,276
+1,957
325
$142K 0.02%
2,500
11 12
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