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
801
$7K ﹤0.01%
+260
802
$7K ﹤0.01%
400
-170
803
$7K ﹤0.01%
+36
804
$7K ﹤0.01%
+62
805
$7K ﹤0.01%
+440
806
$7K ﹤0.01%
25
-55
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%
+190
813
$6K ﹤0.01%
300
-2,700
814
$6K ﹤0.01%
+280
815
$6K ﹤0.01%
135
+35
816
$6K ﹤0.01%
+231
817
$6K ﹤0.01%
+94
818
$6K ﹤0.01%
+100
819
$6K ﹤0.01%
100
820
$6K ﹤0.01%
60
+37
821
$6K ﹤0.01%
209
822
$6K ﹤0.01%
+25
823
$6K ﹤0.01%
5
+3
824
$6K ﹤0.01%
+520
825
$6K ﹤0.01%
+25
31 32
33
34 35