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
726
$10K ﹤0.01%
293
727
$10K ﹤0.01%
300
728
$10K ﹤0.01%
+75
729
$10K ﹤0.01%
202
-125
730
$10K ﹤0.01%
+188
731
$10K ﹤0.01%
371
-52
732
$10K ﹤0.01%
+304
733
$10K ﹤0.01%
+245
734
$10K ﹤0.01%
114
735
$10K ﹤0.01%
54
736
$10K ﹤0.01%
352
+301
737
$10K ﹤0.01%
1,000
738
$10K ﹤0.01%
1,000
739
$10K ﹤0.01%
100
740
$10K ﹤0.01%
45
+20
741
$10K ﹤0.01%
900
742
$10K ﹤0.01%
111
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743
$9K ﹤0.01%
246
744
$9K ﹤0.01%
+45
745
$9K ﹤0.01%
78
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746
$9K ﹤0.01%
1,200
747
$9K ﹤0.01%
+51
748
$9K ﹤0.01%
+250
749
$9K ﹤0.01%
300
750
$9K ﹤0.01%
+35
28 29
30
31 32