BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
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
+$9.88M
2
+$8.26M
3
+$7.07M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.88M
5
AAPL icon
Apple
AAPL
+$5.45M

Top Sells

1
+$7.96M
2
+$4.99M
3
+$4.87M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.73M
5
PTON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
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927
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35
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935
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8
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36
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939
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941
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942
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943
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946
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17
-1,917
947
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+7
948
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949
$3K ﹤0.01%
+164
950
$3K ﹤0.01%
+96
36 37
38
39 40