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
51
$3.08M 0.36%
25,900
-173
52
$2.92M 0.34%
27,881
+7,710
53
$2.91M 0.34%
50,062
+16,036
54
$2.86M 0.34%
73,840
+8,335
55
$2.85M 0.34%
17,355
+4,587
56
$2.67M 0.31%
+101,844
57
$2.65M 0.31%
13,954
+242
58
$2.64M 0.31%
29,796
-8
59
$2.64M 0.31%
48,084
+23,791
60
$2.63M 0.31%
7,392
+176
61
$2.52M 0.3%
55,587
+513
62
$2.5M 0.29%
45,779
-3,060
63
$2.5M 0.29%
186,880
+26,920
64
$2.48M 0.29%
17,487
-603
65
$2.45M 0.29%
77,073
+9,577
66
$2.44M 0.29%
11,070
+23
67
$2.4M 0.28%
23,506
-1,844
68
$2.38M 0.28%
11,950
-644
69
$2.35M 0.28%
10,131
-450
70
$2.24M 0.26%
10,080
+6,897
71
$2.21M 0.26%
9,069
+379
72
$2.2M 0.26%
21,240
+14,600
73
$2.19M 0.26%
60,394
+2,906
74
$2.19M 0.26%
13,672
+8,770
75
$2.12M 0.25%
15,344
-1,763
1 2
3
4 5