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
26
$6.89M 0.81%
235,468
27
$6.78M 0.8%
44,554
+13,224
28
$6.69M 0.79%
134,920
+1,253
29
$6.31M 0.74%
98,636
+43,087
30
$5.96M 0.7%
26,935
-481
31
$5.89M 0.69%
38,100
+20,560
32
$5.44M 0.64%
36,975
+15,217
33
$5M 0.59%
68,563
-3,656
34
$4.78M 0.56%
124,443
+104,023
35
$4.4M 0.52%
80,405
-1,011
36
$4.32M 0.51%
21,815
-202
37
$4.25M 0.5%
20,519
-4,020
38
$4.06M 0.48%
12,282
+127
39
$4.05M 0.48%
78,259
+13,348
40
$3.99M 0.47%
13,076
+4,870
41
$3.93M 0.46%
38,140
+8,740
42
$3.89M 0.46%
+55,872
43
$3.86M 0.45%
20,895
+7,518
44
$3.83M 0.45%
36,380
-8,120
45
$3.76M 0.44%
17,582
-516
46
$3.6M 0.42%
14,118
+11,756
47
$3.46M 0.41%
11,753
+1,244
48
$3.42M 0.4%
+174,253
49
$3.39M 0.4%
7,430
-455
50
$3.38M 0.4%
26,490
+16,549
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