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
651
$16K ﹤0.01%
310
-170
652
$16K ﹤0.01%
1,009
653
$16K ﹤0.01%
66
+9
654
$16K ﹤0.01%
450
+200
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%
700
+500
664
$15K ﹤0.01%
+300
665
$15K ﹤0.01%
39
+7
666
$15K ﹤0.01%
+125
667
$15K ﹤0.01%
+998
668
$15K ﹤0.01%
85
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669
$14K ﹤0.01%
275
670
$14K ﹤0.01%
+252
671
$14K ﹤0.01%
+1,600
672
$14K ﹤0.01%
+1,500
673
$14K ﹤0.01%
+2,457
674
$14K ﹤0.01%
+65
675
$14K ﹤0.01%
103
+25
25 26
27
28 29