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
576
$25K ﹤0.01%
651
+560
577
$25K ﹤0.01%
700
-700
578
$25K ﹤0.01%
306
+42
579
$25K ﹤0.01%
1,076
580
$24K ﹤0.01%
109
-641
581
$24K ﹤0.01%
107
582
$24K ﹤0.01%
+67
583
$24K ﹤0.01%
+100
584
$24K ﹤0.01%
+1,409
585
$24K ﹤0.01%
+201
586
$24K ﹤0.01%
838
587
$24K ﹤0.01%
445
+415
588
$24K ﹤0.01%
245
589
$24K ﹤0.01%
+265
590
$24K ﹤0.01%
416
591
$23K ﹤0.01%
+182
592
$23K ﹤0.01%
10
593
$23K ﹤0.01%
123
+100
594
$23K ﹤0.01%
326
+300
595
$23K ﹤0.01%
525
596
$23K ﹤0.01%
582
+252
597
$23K ﹤0.01%
160
-121
598
$22K ﹤0.01%
250
+50
599
$22K ﹤0.01%
+361
600
$22K ﹤0.01%
145
+1
22 23
24
25 26