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
551
$28K ﹤0.01%
85
+25
552
$28K ﹤0.01%
915
+7
553
$28K ﹤0.01%
+450
554
$28K ﹤0.01%
277
+1
555
$28K ﹤0.01%
+884
556
$28K ﹤0.01%
1,290
+760
557
$28K ﹤0.01%
892
+100
558
$27K ﹤0.01%
+127
559
$27K ﹤0.01%
+550
560
$27K ﹤0.01%
594
-35
561
$27K ﹤0.01%
86
-21
562
$27K ﹤0.01%
1,101
563
$27K ﹤0.01%
46
+39
564
$27K ﹤0.01%
34
565
$26K ﹤0.01%
+496
566
$26K ﹤0.01%
155
+88
567
$26K ﹤0.01%
356
+93
568
$26K ﹤0.01%
570
+150
569
$26K ﹤0.01%
1,290
570
$26K ﹤0.01%
+300
571
$26K ﹤0.01%
502
+2
572
$25K ﹤0.01%
304
573
$25K ﹤0.01%
+284
574
$25K ﹤0.01%
125
575
$25K ﹤0.01%
17
+12
21 22
23
24 25