BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$9.41M
2
+$7.84M
3
+$7.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.01M
5
AAPL icon
Apple
AAPL
+$5.73M

Top Sells

1
+$8.1M
2
+$5.43M
3
+$4.83M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.76M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.61M

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%
1,000
727
$10K ﹤0.01%
1,000
728
$10K ﹤0.01%
100
729
$10K ﹤0.01%
45
+20
730
$10K ﹤0.01%
900
731
$10K ﹤0.01%
371
-52
732
$10K ﹤0.01%
202
-125
733
$10K ﹤0.01%
+188
734
$10K ﹤0.01%
+304
735
$10K ﹤0.01%
+245
736
$10K ﹤0.01%
114
737
$10K ﹤0.01%
54
738
$10K ﹤0.01%
111
-46
739
$10K ﹤0.01%
83
740
$10K ﹤0.01%
293
741
$10K ﹤0.01%
300
742
$10K ﹤0.01%
+75
743
$9K ﹤0.01%
1,200
744
$9K ﹤0.01%
+51
745
$9K ﹤0.01%
400
746
$9K ﹤0.01%
187
+54
747
$9K ﹤0.01%
246
748
$9K ﹤0.01%
+131
749
$9K ﹤0.01%
+300
750
$9K ﹤0.01%
+45
28 29
30
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