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
676
$14K ﹤0.01%
800
677
$14K ﹤0.01%
+600
678
$14K ﹤0.01%
314
+240
679
$14K ﹤0.01%
+313
680
$14K ﹤0.01%
+160
681
$14K ﹤0.01%
+442
682
$14K ﹤0.01%
+140
683
$14K ﹤0.01%
81
+45
684
$14K ﹤0.01%
900
+200
685
$13K ﹤0.01%
+214
686
$13K ﹤0.01%
+832
687
$13K ﹤0.01%
235
+192
688
$13K ﹤0.01%
+293
689
$13K ﹤0.01%
353
690
$13K ﹤0.01%
576
+427
691
$13K ﹤0.01%
200
-150
692
$13K ﹤0.01%
105
-200
693
$13K ﹤0.01%
27
694
$13K ﹤0.01%
210
695
$13K ﹤0.01%
+95
696
$13K ﹤0.01%
180
697
$13K ﹤0.01%
776
-8,776
698
$13K ﹤0.01%
603
699
$13K ﹤0.01%
+225
700
$13K ﹤0.01%
42
+37
26 27
28
29 30