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
476
$42K 0.01%
385
-5,001
477
$42K 0.01%
200
-1,350
478
$42K 0.01%
151
+85
479
$42K 0.01%
69
+1
480
$42K 0.01%
2,000
481
$41K ﹤0.01%
125
+90
482
$41K ﹤0.01%
202
+12
483
$41K ﹤0.01%
1,308
484
$41K ﹤0.01%
+1,000
485
$41K ﹤0.01%
1,451
+751
486
$40K ﹤0.01%
1,750
487
$39K ﹤0.01%
642
+492
488
$39K ﹤0.01%
193
-10
489
$39K ﹤0.01%
+2,628
490
$38K ﹤0.01%
200
491
$38K ﹤0.01%
180
492
$38K ﹤0.01%
+1,564
493
$38K ﹤0.01%
+3,554
494
$38K ﹤0.01%
2,782
495
$38K ﹤0.01%
395
+357
496
$38K ﹤0.01%
+1,625
497
$37K ﹤0.01%
1,150
498
$37K ﹤0.01%
838
499
$37K ﹤0.01%
241
-321
500
$37K ﹤0.01%
626
+51
18 19
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