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
851
$5K ﹤0.01%
+300
852
$5K ﹤0.01%
+25
853
$5K ﹤0.01%
25
+15
854
$5K ﹤0.01%
200
855
$5K ﹤0.01%
+50
856
$5K ﹤0.01%
50
-165
857
$5K ﹤0.01%
139
858
$5K ﹤0.01%
34
-206
859
$5K ﹤0.01%
92
860
$5K ﹤0.01%
29
-11
861
$5K ﹤0.01%
17
-40
862
$5K ﹤0.01%
+400
863
$5K ﹤0.01%
258
864
$5K ﹤0.01%
450
865
$5K ﹤0.01%
50
866
$5K ﹤0.01%
38
867
$5K ﹤0.01%
128
+2
868
$5K ﹤0.01%
+75
869
$5K ﹤0.01%
+65
870
$4K ﹤0.01%
28
871
$4K ﹤0.01%
+70
872
$4K ﹤0.01%
38
873
$4K ﹤0.01%
+1,200
874
$4K ﹤0.01%
+300
875
$4K ﹤0.01%
45
33 34
35
36 37