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
751
$9K ﹤0.01%
78
-173
752
$9K ﹤0.01%
+250
753
$9K ﹤0.01%
300
754
$9K ﹤0.01%
+35
755
$9K ﹤0.01%
87
-138
756
$9K ﹤0.01%
+55
757
$9K ﹤0.01%
50
758
$9K ﹤0.01%
+38
759
$9K ﹤0.01%
+53
760
$9K ﹤0.01%
194
+144
761
$9K ﹤0.01%
35
+25
762
$9K ﹤0.01%
+210
763
$9K ﹤0.01%
90
764
$9K ﹤0.01%
300
765
$9K ﹤0.01%
+3,000
766
$8K ﹤0.01%
+100
767
$8K ﹤0.01%
28
-500
768
$8K ﹤0.01%
+97
769
$8K ﹤0.01%
800
770
$8K ﹤0.01%
+308
771
$8K ﹤0.01%
900
772
$8K ﹤0.01%
99
773
$8K ﹤0.01%
500
774
$8K ﹤0.01%
+281
775
$8K ﹤0.01%
+50
29 30
31
32 33