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
451
$52K 0.01%
540
+500
452
$52K 0.01%
+308
453
$51K 0.01%
+777
454
$50K 0.01%
879
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455
$50K 0.01%
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456
$49K 0.01%
270
-25
457
$49K 0.01%
213
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458
$48K 0.01%
+540
459
$48K 0.01%
646
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460
$48K 0.01%
650
-50
461
$48K 0.01%
+6,300
462
$48K 0.01%
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463
$47K 0.01%
146
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464
$47K 0.01%
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465
$45K 0.01%
+2,661
466
$45K 0.01%
531
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467
$45K 0.01%
2,222
+2,108
468
$45K 0.01%
349
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469
$45K 0.01%
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470
$44K 0.01%
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471
$44K 0.01%
327
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472
$44K 0.01%
3,200
473
$44K 0.01%
2,019
+720
474
$44K 0.01%
295
475
$43K 0.01%
154
+115
17 18
19
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