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
701
$13K ﹤0.01%
221
-404
702
$13K ﹤0.01%
45
703
$13K ﹤0.01%
133
+93
704
$12K ﹤0.01%
214
705
$12K ﹤0.01%
85
-23
706
$12K ﹤0.01%
+106
707
$12K ﹤0.01%
+225
708
$12K ﹤0.01%
200
709
$12K ﹤0.01%
163
+122
710
$12K ﹤0.01%
498
-630
711
$12K ﹤0.01%
883
+578
712
$12K ﹤0.01%
140
+70
713
$12K ﹤0.01%
+255
714
$12K ﹤0.01%
166
715
$12K ﹤0.01%
+1,300
716
$12K ﹤0.01%
8
717
$12K ﹤0.01%
1,100
718
$12K ﹤0.01%
+69
719
$11K ﹤0.01%
79
-45
720
$11K ﹤0.01%
600
+200
721
$11K ﹤0.01%
400
+200
722
$11K ﹤0.01%
+59
723
$11K ﹤0.01%
200
724
$11K ﹤0.01%
+140
725
$10K ﹤0.01%
83
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