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
426
$59K 0.01%
+600
427
$59K 0.01%
3,702
-2,802
428
$59K 0.01%
888
-2,500
429
$59K 0.01%
4,552
+4,500
430
$59K 0.01%
289
+184
431
$58K 0.01%
145
432
$58K 0.01%
4,856
+4,256
433
$58K 0.01%
1,466
+784
434
$57K 0.01%
329
+22
435
$57K 0.01%
250
+40
436
$57K 0.01%
+1,815
437
$57K 0.01%
611
+330
438
$57K 0.01%
700
439
$56K 0.01%
+903
440
$55K 0.01%
490
441
$55K 0.01%
5,325
442
$55K 0.01%
615
443
$55K 0.01%
850
444
$55K 0.01%
740
445
$54K 0.01%
+3,956
446
$53K 0.01%
+450
447
$53K 0.01%
554
+406
448
$53K 0.01%
445
+225
449
$53K 0.01%
+297
450
$53K 0.01%
508
+1
16 17
18
19 20