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
901
$4K ﹤0.01%
+56
902
$4K ﹤0.01%
+100
903
$4K ﹤0.01%
58
904
$4K ﹤0.01%
250
905
$4K ﹤0.01%
+166
906
$4K ﹤0.01%
+150
907
$4K ﹤0.01%
+100
908
$4K ﹤0.01%
+42
909
$4K ﹤0.01%
46
910
$3K ﹤0.01%
73
911
$3K ﹤0.01%
35
912
$3K ﹤0.01%
+120
913
$3K ﹤0.01%
23
914
$3K ﹤0.01%
67
915
$3K ﹤0.01%
69
916
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104
917
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2
918
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5
919
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30
-15
920
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20
921
$3K ﹤0.01%
19
922
$3K ﹤0.01%
+10
923
$3K ﹤0.01%
+25
924
$3K ﹤0.01%
+25
925
$3K ﹤0.01%
44
35 36
37
38 39