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
776
$8K ﹤0.01%
100
777
$8K ﹤0.01%
+25
778
$8K ﹤0.01%
132
779
$8K ﹤0.01%
750
780
$8K ﹤0.01%
100
781
$8K ﹤0.01%
100
+75
782
$8K ﹤0.01%
+200
783
$8K ﹤0.01%
64
+25
784
$8K ﹤0.01%
35
+25
785
$8K ﹤0.01%
+25
786
$8K ﹤0.01%
26
787
$7K ﹤0.01%
+150
788
$7K ﹤0.01%
12
789
$7K ﹤0.01%
300
790
$7K ﹤0.01%
+35
791
$7K ﹤0.01%
24
-88
792
$7K ﹤0.01%
+218
793
$7K ﹤0.01%
115
794
$7K ﹤0.01%
+225
795
$7K ﹤0.01%
+2,150
796
$7K ﹤0.01%
101
+21
797
$7K ﹤0.01%
160
798
$7K ﹤0.01%
+1,000
799
$7K ﹤0.01%
+50
800
$7K ﹤0.01%
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