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
1151
– –
-3
1152
$0 ﹤0.01%
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1
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$0 ﹤0.01%
100
1157
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+25
1158
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-1,200
1159
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$0 ﹤0.01%
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1161
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+71
1162
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1163
$0 ﹤0.01%
4
1164
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-500
1167
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-36,000
1170
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-500
1171
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1173
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1174
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1175
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-300
45 46
47
48 49