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
1276
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-10,395
1277
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1278
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-5,964
1279
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1280
$0 ﹤0.01%
50
1281
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-10
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-300
1283
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-525
1284
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-745
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$0 ﹤0.01%
+9
1286
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-175
1287
$0 ﹤0.01%
5
1288
$0 ﹤0.01%
+9
1289
$0 ﹤0.01%
15
1290
– –
-12
1291
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-12,391
1292
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-23
1293
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-54
1294
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-130
1295
– –
0
1296
$0 ﹤0.01%
11
1297
– –
-1,000
1298
– –
-1,454
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