BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$9.41M
2
+$7.84M
3
+$7.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.01M
5
AAPL icon
Apple
AAPL
+$5.73M

Top Sells

1
+$8.1M
2
+$5.43M
3
+$4.83M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.76M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.61M

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%
318
-365
506
$35K ﹤0.01%
983
507
$35K ﹤0.01%
893
508
$35K ﹤0.01%
472
509
$35K ﹤0.01%
+385
510
$35K ﹤0.01%
874
+1
511
$35K ﹤0.01%
+750
512
$34K ﹤0.01%
855
+334
513
$34K ﹤0.01%
+724
514
$34K ﹤0.01%
+166
515
$34K ﹤0.01%
+2,390
516
$34K ﹤0.01%
227
+94
517
$34K ﹤0.01%
260
518
$34K ﹤0.01%
278
519
$33K ﹤0.01%
+150
520
$33K ﹤0.01%
590
+90
521
$33K ﹤0.01%
465
-700
522
$33K ﹤0.01%
172
523
$33K ﹤0.01%
340
524
$32K ﹤0.01%
1,017
525
$32K ﹤0.01%
+13
19 20
21
22 23