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
826
$6K ﹤0.01%
+231
827
$6K ﹤0.01%
100
828
$6K ﹤0.01%
60
+37
829
$6K ﹤0.01%
+25
830
$6K ﹤0.01%
100
831
$6K ﹤0.01%
124
832
$5K ﹤0.01%
91
833
$5K ﹤0.01%
38
834
$5K ﹤0.01%
475
835
$5K ﹤0.01%
117
+1
836
$5K ﹤0.01%
+75
837
$5K ﹤0.01%
139
838
$5K ﹤0.01%
34
-206
839
$5K ﹤0.01%
92
840
$5K ﹤0.01%
29
-11
841
$5K ﹤0.01%
+145
842
$5K ﹤0.01%
38
843
$5K ﹤0.01%
128
+2
844
$5K ﹤0.01%
37
845
$5K ﹤0.01%
100
846
$5K ﹤0.01%
+1,050
847
$5K ﹤0.01%
44
+24
848
$5K ﹤0.01%
90
849
$5K ﹤0.01%
26
850
$5K ﹤0.01%
11
-5
32 33
34
35 36