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
826
$6K ﹤0.01%
+244
827
$6K ﹤0.01%
100
828
$6K ﹤0.01%
124
829
$6K ﹤0.01%
+132
830
$6K ﹤0.01%
+700
831
$6K ﹤0.01%
+75
832
$5K ﹤0.01%
+145
833
$5K ﹤0.01%
37
834
$5K ﹤0.01%
100
835
$5K ﹤0.01%
+1,050
836
$5K ﹤0.01%
44
+24
837
$5K ﹤0.01%
90
838
$5K ﹤0.01%
26
839
$5K ﹤0.01%
11
-5
840
$5K ﹤0.01%
95
841
$5K ﹤0.01%
91
842
$5K ﹤0.01%
38
843
$5K ﹤0.01%
475
844
$5K ﹤0.01%
117
+1
845
$5K ﹤0.01%
23
846
$5K ﹤0.01%
+75
847
$5K ﹤0.01%
30
-165
848
$5K ﹤0.01%
200
849
$5K ﹤0.01%
600
850
$5K ﹤0.01%
+140
32 33
34
35 36