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
876
$4K ﹤0.01%
+110
877
$4K ﹤0.01%
50
878
$4K ﹤0.01%
127
879
$4K ﹤0.01%
144
880
$4K ﹤0.01%
62
881
$4K ﹤0.01%
+207
882
$4K ﹤0.01%
61
883
$4K ﹤0.01%
+150
884
$4K ﹤0.01%
41
885
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12
-7
886
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18
887
$4K ﹤0.01%
25
+15
888
$4K ﹤0.01%
+100
889
$4K ﹤0.01%
+14
890
$4K ﹤0.01%
69
891
$4K ﹤0.01%
89
892
$4K ﹤0.01%
100
893
$4K ﹤0.01%
172
894
$4K ﹤0.01%
+100
895
$4K ﹤0.01%
+204
896
$4K ﹤0.01%
500
897
$4K ﹤0.01%
+44
898
$4K ﹤0.01%
+48
899
$4K ﹤0.01%
24
-20,117
900
$4K ﹤0.01%
+200
34 35
36
37 38