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
1101
$1K ﹤0.01%
14
1102
$1K ﹤0.01%
22
1103
$1K ﹤0.01%
+4
1104
$1K ﹤0.01%
40
1105
$1K ﹤0.01%
14
1106
$1K ﹤0.01%
24
1107
$1K ﹤0.01%
+25
1108
$1K ﹤0.01%
62
1109
$1K ﹤0.01%
25
1110
$1K ﹤0.01%
13
1111
$1K ﹤0.01%
8
1112
$1K ﹤0.01%
60
1113
$1K ﹤0.01%
+21
1114
$1K ﹤0.01%
+17
1115
$1K ﹤0.01%
92
1116
$1K ﹤0.01%
12
+6
1117
$1K ﹤0.01%
5
1118
$1K ﹤0.01%
17
1119
$1K ﹤0.01%
5
1120
$1K ﹤0.01%
+50
1121
$1K ﹤0.01%
11
1122
$1K ﹤0.01%
34
1123
$1K ﹤0.01%
19
1124
$1K ﹤0.01%
25
1125
$1K ﹤0.01%
7
43 44
45
46 47