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
351
$108K 0.01%
+689
352
$107K 0.01%
9,000
+900
353
$105K 0.01%
2,247
354
$105K 0.01%
604
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355
$102K 0.01%
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356
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+9,020
357
$99K 0.01%
1,800
358
$96K 0.01%
536
-213
359
$96K 0.01%
+1,800
360
$96K 0.01%
+3,287
361
$94K 0.01%
1,552
+4
362
$93K 0.01%
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-261
363
$93K 0.01%
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364
$93K 0.01%
197
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365
$93K 0.01%
+1,058
366
$93K 0.01%
255
367
$92K 0.01%
1,733
368
$91K 0.01%
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369
$91K 0.01%
772
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370
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1,530
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371
$90K 0.01%
+3,714
372
$89K 0.01%
658
-955
373
$88K 0.01%
275
+149
374
$87K 0.01%
184
-109
375
$87K 0.01%
505
+5
13 14
15
16 17