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
126
$1.03M 0.12%
5,629
127
$1.01M 0.12%
18,170
+7,463
128
$987K 0.12%
+65,607
129
$980K 0.12%
21,592
+761
130
$972K 0.11%
2,758
+1,388
131
$964K 0.11%
12,566
+12,510
132
$963K 0.11%
1,321
+1,305
133
$941K 0.11%
6,951
-40
134
$937K 0.11%
+44,040
135
$922K 0.11%
4,113
+2,133
136
$916K 0.11%
7,641
+985
137
$911K 0.11%
8,044
+81
138
$911K 0.11%
17,600
-600
139
$908K 0.11%
18,816
-4,905
140
$908K 0.11%
6,849
+4,844
141
$863K 0.1%
+26,471
142
$848K 0.1%
35,234
143
$843K 0.1%
10,760
-3,982
144
$831K 0.1%
4,530
+3,397
145
$820K 0.1%
11,453
-1,490
146
$818K 0.1%
15,690
+8,140
147
$813K 0.1%
7,127
+5,185
148
$813K 0.1%
+25,299
149
$811K 0.1%
41,460
+41,060
150
$781K 0.09%
+24,050
4 5
6
7 8