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
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%
445
+415
581
$24K ﹤0.01%
245
582
$24K ﹤0.01%
109
-641
583
$24K ﹤0.01%
+100
584
$24K ﹤0.01%
+201
585
$24K ﹤0.01%
838
586
$24K ﹤0.01%
107
587
$24K ﹤0.01%
+67
588
$24K ﹤0.01%
+1,409
589
$24K ﹤0.01%
+265
590
$24K ﹤0.01%
416
591
$23K ﹤0.01%
+182
592
$23K ﹤0.01%
250
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%
145
+1
599
$22K ﹤0.01%
+114
600
$22K ﹤0.01%
+325
22 23
24
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