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
76
$2.1M 0.25%
8,223
+4,658
77
$2.09M 0.25%
18,370
-2,344
78
$2.04M 0.24%
13,600
-282
79
$1.93M 0.23%
21,905
-3,458
80
$1.88M 0.22%
7,268
-237
81
$1.88M 0.22%
+191,777
82
$1.8M 0.21%
5,638
-1,675
83
$1.8M 0.21%
109,412
-1,920
84
$1.78M 0.21%
+97,354
85
$1.75M 0.21%
4,337
+33
86
$1.74M 0.21%
18,316
-587
87
$1.74M 0.2%
8,904
-429
88
$1.71M 0.2%
14,853
+980
89
$1.7M 0.2%
31,813
+724
90
$1.69M 0.2%
114,288
+109,288
91
$1.69M 0.2%
4,550
+519
92
$1.66M 0.2%
59,492
-3,924
93
$1.64M 0.19%
12,863
-2,973
94
$1.63M 0.19%
12,060
-1,654
95
$1.62M 0.19%
21,014
+7,009
96
$1.58M 0.19%
21,034
+2,359
97
$1.58M 0.19%
21,494
+161
98
$1.58M 0.19%
6,496
+6,302
99
$1.56M 0.18%
36,789
-165
100
$1.46M 0.17%
+105,862
2 3
4
5 6