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
326
$142K 0.02%
2,475
+1,126
327
$141K 0.02%
+8,236
328
$140K 0.02%
1,890
+1,665
329
$140K 0.02%
788
+13
330
$138K 0.02%
2,016
-1,929
331
$137K 0.02%
2,300
+400
332
$136K 0.02%
4,458
+4,408
333
$136K 0.02%
1,388
+1,345
334
$134K 0.02%
1,025
+315
335
$133K 0.02%
2,033
+44
336
$131K 0.02%
5,050
337
$131K 0.02%
19,022
+15,822
338
$131K 0.02%
+5,512
339
$126K 0.01%
3,371
340
$124K 0.01%
1,966
-4,305
341
$124K 0.01%
+1,090
342
$124K 0.01%
+5,938
343
$119K 0.01%
5,110
+4,560
344
$114K 0.01%
2,250
-3,210
345
$112K 0.01%
1,475
346
$112K 0.01%
+1,461
347
$112K 0.01%
1,428
348
$111K 0.01%
1,026
+975
349
$111K 0.01%
403
+365
350
$109K 0.01%
1,863
-251
12 13
14
15 16