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
401
$72K 0.01%
9,425
402
$71K 0.01%
+2,260
403
$71K 0.01%
264
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404
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405
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1,400
406
$69K 0.01%
1,250
+50
407
$67K 0.01%
3,057
+1,622
408
$67K 0.01%
1,000
409
$67K 0.01%
10,000
410
$66K 0.01%
200
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411
$64K 0.01%
+175
412
$63K 0.01%
656
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413
$63K 0.01%
1,000
414
$63K 0.01%
3,500
415
$62K 0.01%
771
-5,481
416
$62K 0.01%
+4
417
$61K 0.01%
10,000
418
$61K 0.01%
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419
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550
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+1,233
421
$60K 0.01%
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422
$60K 0.01%
1,163
+868
423
$60K 0.01%
+1,698
424
$60K 0.01%
+1,230
425
$60K 0.01%
379
-30
15 16
17
18 19