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
526
$31K ﹤0.01%
1,100
+300
527
$31K ﹤0.01%
+2,000
528
$31K ﹤0.01%
285
+259
529
$31K ﹤0.01%
82
+39
530
$31K ﹤0.01%
285
-8,759
531
$31K ﹤0.01%
+490
532
$31K ﹤0.01%
86
+66
533
$31K ﹤0.01%
74
+66
534
$31K ﹤0.01%
+1,500
535
$30K ﹤0.01%
160
+50
536
$30K ﹤0.01%
525
537
$30K ﹤0.01%
55
+5
538
$30K ﹤0.01%
401
+1
539
$30K ﹤0.01%
687
540
$30K ﹤0.01%
1,160
+20
541
$30K ﹤0.01%
1,858
+1,158
542
$30K ﹤0.01%
+670
543
$30K ﹤0.01%
983
+583
544
$29K ﹤0.01%
+3,500
545
$29K ﹤0.01%
140
546
$29K ﹤0.01%
+246
547
$29K ﹤0.01%
338
548
$29K ﹤0.01%
+1,050
549
$29K ﹤0.01%
455
550
$28K ﹤0.01%
75
+10
20 21
22
23 24