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
626
$18K ﹤0.01%
77
+51
627
$18K ﹤0.01%
+734
628
$18K ﹤0.01%
+145
629
$18K ﹤0.01%
144
-8
630
$18K ﹤0.01%
1,112
631
$18K ﹤0.01%
1,142
+25
632
$18K ﹤0.01%
60
+51
633
$18K ﹤0.01%
325
+75
634
$18K ﹤0.01%
1,000
635
$17K ﹤0.01%
450
636
$17K ﹤0.01%
439
637
$17K ﹤0.01%
118
-105
638
$17K ﹤0.01%
30
+25
639
$17K ﹤0.01%
84
-44
640
$17K ﹤0.01%
510
-195
641
$17K ﹤0.01%
+1,194
642
$17K ﹤0.01%
47
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643
$17K ﹤0.01%
158
644
$16K ﹤0.01%
192
+50
645
$16K ﹤0.01%
+65
646
$16K ﹤0.01%
347
+289
647
$16K ﹤0.01%
720
+281
648
$16K ﹤0.01%
526
649
$16K ﹤0.01%
+166
650
$16K ﹤0.01%
+134
24 25
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