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
1051
$1K ﹤0.01%
24
1052
$1K ﹤0.01%
131
1053
$1K ﹤0.01%
22
1054
$1K ﹤0.01%
15
1055
$1K ﹤0.01%
24
1056
$1K ﹤0.01%
+22
1057
$1K ﹤0.01%
31
1058
$1K ﹤0.01%
33
1059
$1K ﹤0.01%
+50
1060
$1K ﹤0.01%
+9
1061
$1K ﹤0.01%
62
1062
$1K ﹤0.01%
8
1063
$1K ﹤0.01%
19
1064
$1K ﹤0.01%
60
1065
$1K ﹤0.01%
+21
1066
$1K ﹤0.01%
+17
1067
$1K ﹤0.01%
+60
1068
$1K ﹤0.01%
+44
1069
$1K ﹤0.01%
200
1070
$1K ﹤0.01%
22
1071
$1K ﹤0.01%
+80
1072
$1K ﹤0.01%
17
1073
$1K ﹤0.01%
11
1074
$1K ﹤0.01%
10
1075
$1K ﹤0.01%
+100
41 42
43
44 45