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
651
$16K ﹤0.01%
450
+200
652
$16K ﹤0.01%
347
+289
653
$16K ﹤0.01%
+134
654
$16K ﹤0.01%
310
-170
655
$16K ﹤0.01%
129
+4
656
$16K ﹤0.01%
90
657
$16K ﹤0.01%
+293
658
$16K ﹤0.01%
+936
659
$15K ﹤0.01%
456
-29
660
$15K ﹤0.01%
+90
661
$15K ﹤0.01%
1,106
662
$15K ﹤0.01%
115
663
$15K ﹤0.01%
+300
664
$15K ﹤0.01%
39
+7
665
$15K ﹤0.01%
700
+500
666
$15K ﹤0.01%
+125
667
$15K ﹤0.01%
+998
668
$15K ﹤0.01%
85
+10
669
$14K ﹤0.01%
+2,457
670
$14K ﹤0.01%
+65
671
$14K ﹤0.01%
103
+25
672
$14K ﹤0.01%
800
673
$14K ﹤0.01%
+600
674
$14K ﹤0.01%
314
+240
675
$14K ﹤0.01%
275
25 26
27
28 29