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
501
$37K ﹤0.01%
+1,840
502
$36K ﹤0.01%
+1,149
503
$36K ﹤0.01%
+2,300
504
$36K ﹤0.01%
459
+404
505
$35K ﹤0.01%
874
+1
506
$35K ﹤0.01%
+750
507
$35K ﹤0.01%
318
-365
508
$35K ﹤0.01%
983
509
$35K ﹤0.01%
893
510
$35K ﹤0.01%
472
511
$35K ﹤0.01%
+385
512
$34K ﹤0.01%
+724
513
$34K ﹤0.01%
+166
514
$34K ﹤0.01%
+2,390
515
$34K ﹤0.01%
855
+334
516
$34K ﹤0.01%
227
+94
517
$34K ﹤0.01%
260
518
$34K ﹤0.01%
278
519
$33K ﹤0.01%
590
+90
520
$33K ﹤0.01%
465
-700
521
$33K ﹤0.01%
172
522
$33K ﹤0.01%
340
523
$33K ﹤0.01%
+150
524
$32K ﹤0.01%
1,017
525
$32K ﹤0.01%
+13
19 20
21
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