BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
+6.54%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$848M
AUM Growth
+$138M
(+19%)
Cap. Flow
+$102M
Cap. Flow
% of AUM
11.96%
Top 10 Holdings %
Top 10 Hldgs %
37.63%
Holding
1,298
New
332
Increased
314
Reduced
173
Closed
102
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$9.88M |
| 2 |
iShares Mortgage Real Estate ETF
REM
|
+$8.26M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$7.07M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.88M |
| 5 |
Apple
AAPL
|
+$5.45M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$7.96M |
| 2 |
AT&T
T
|
+$4.99M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$4.87M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.73M |
| 5 |
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% |
