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
101
$1.45M 0.17%
+90,902
102
$1.43M 0.17%
9,368
-1,240
103
$1.39M 0.16%
6,471
+5
104
$1.38M 0.16%
3,734
+424
105
$1.38M 0.16%
21,073
+13,136
106
$1.36M 0.16%
+10,068
107
$1.34M 0.16%
26,387
+7,004
108
$1.34M 0.16%
9,039
-2,656
109
$1.34M 0.16%
79,321
+5,075
110
$1.33M 0.16%
27,205
+26,100
111
$1.33M 0.16%
5,829
+308
112
$1.29M 0.15%
6,264
-266
113
$1.28M 0.15%
6,033
+4,675
114
$1.26M 0.15%
+75,032
115
$1.25M 0.15%
6,270
116
$1.24M 0.15%
9,277
+8,427
117
$1.2M 0.14%
16,201
+187
118
$1.18M 0.14%
19,548
+391
119
$1.16M 0.14%
+78,680
120
$1.12M 0.13%
5,975
+1,863
121
$1.11M 0.13%
4,120
-156
122
$1.09M 0.13%
15,714
-505
123
$1.09M 0.13%
8,349
-3,185
124
$1.06M 0.12%
10,359
-404
125
$1.05M 0.12%
15,019
+801
3 4
5
6 7