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
1126
– –
0
1127
$1K ﹤0.01%
+60
1128
$1K ﹤0.01%
26
1129
$1K ﹤0.01%
38
1130
$1K ﹤0.01%
41
1131
$1K ﹤0.01%
15
1132
$1K ﹤0.01%
75
1133
$1K ﹤0.01%
31
1134
$1K ﹤0.01%
+16
1135
$1K ﹤0.01%
+2
1136
$1K ﹤0.01%
+30
1137
$1K ﹤0.01%
+44
1138
$1K ﹤0.01%
14
1139
$1K ﹤0.01%
13
1140
$1K ﹤0.01%
99
1141
$1K ﹤0.01%
+100
1142
$1K ﹤0.01%
200
1143
$1K ﹤0.01%
22
1144
$1K ﹤0.01%
+80
1145
$1K ﹤0.01%
+100
1146
$1K ﹤0.01%
104
1147
$1K ﹤0.01%
20
1148
– –
-75
1149
– –
-4,684
1150
$0 ﹤0.01%
5
44 45
46
47 48