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
751
$9K ﹤0.01%
+38
752
$9K ﹤0.01%
+53
753
$9K ﹤0.01%
194
+144
754
$9K ﹤0.01%
35
+25
755
$9K ﹤0.01%
90
756
$9K ﹤0.01%
300
757
$9K ﹤0.01%
+3,000
758
$9K ﹤0.01%
400
759
$9K ﹤0.01%
187
+54
760
$9K ﹤0.01%
+131
761
$9K ﹤0.01%
+300
762
$9K ﹤0.01%
87
-138
763
$9K ﹤0.01%
+55
764
$9K ﹤0.01%
50
765
$9K ﹤0.01%
+210
766
$8K ﹤0.01%
28
-500
767
$8K ﹤0.01%
+97
768
$8K ﹤0.01%
800
769
$8K ﹤0.01%
+100
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