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
376
$87K 0.01%
+402
377
$86K 0.01%
1,480
+1,468
378
$84K 0.01%
+1,632
379
$84K 0.01%
247
+50
380
$84K 0.01%
637
-274
381
$83K 0.01%
1,871
+1,595
382
$83K 0.01%
3,600
383
$82K 0.01%
1,725
+1,342
384
$81K 0.01%
999
+939
385
$79K 0.01%
1,060
386
$78K 0.01%
3,031
387
$77K 0.01%
+3,900
388
$77K 0.01%
1,126
+200
389
$77K 0.01%
+1,269
390
$77K 0.01%
550
391
$76K 0.01%
322
+106
392
$76K 0.01%
1,464
393
$75K 0.01%
150
394
$74K 0.01%
+1,120
395
$74K 0.01%
+1,240
396
$74K 0.01%
1,163
+798
397
$73K 0.01%
+1,450
398
$73K 0.01%
1,438
399
$73K 0.01%
4,239
400
$73K 0.01%
+3,975
14 15
16
17 18