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
801
$7K ﹤0.01%
+225
802
$7K ﹤0.01%
+2,150
803
$7K ﹤0.01%
+1,000
804
$7K ﹤0.01%
+50
805
$7K ﹤0.01%
+36
806
$7K ﹤0.01%
+62
807
$6K ﹤0.01%
+250
808
$6K ﹤0.01%
127
+54
809
$6K ﹤0.01%
9
-69
810
$6K ﹤0.01%
70
811
$6K ﹤0.01%
250
812
$6K ﹤0.01%
+94
813
$6K ﹤0.01%
+100
814
$6K ﹤0.01%
209
815
$6K ﹤0.01%
+25
816
$6K ﹤0.01%
5
+3
817
$6K ﹤0.01%
+520
818
$6K ﹤0.01%
+244
819
$6K ﹤0.01%
+132
820
$6K ﹤0.01%
+700
821
$6K ﹤0.01%
+75
822
$6K ﹤0.01%
+190
823
$6K ﹤0.01%
300
-2,700
824
$6K ﹤0.01%
+280
825
$6K ﹤0.01%
135
+35
31 32
33
34 35