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
151
$778K 0.09%
2,816
+316
152
$770K 0.09%
5,919
-2,340
153
$763K 0.09%
14,398
+524
154
$762K 0.09%
8,011
+4,328
155
$754K 0.09%
2,655
+2,380
156
$736K 0.09%
13,606
+8,270
157
$710K 0.08%
15,527
+135
158
$703K 0.08%
3,320
-1,291
159
$700K 0.08%
10,113
-928
160
$683K 0.08%
4,121
-2,084
161
$676K 0.08%
71,498
+68,998
162
$663K 0.08%
29,015
-218,507
163
$618K 0.07%
+35,427
164
$612K 0.07%
+49,734
165
$598K 0.07%
4,226
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166
$591K 0.07%
9,353
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167
$567K 0.07%
5,500
-500
168
$557K 0.07%
12,046
169
$549K 0.06%
5,073
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170
$536K 0.06%
8,985
-748
171
$528K 0.06%
2,328
+545
172
$523K 0.06%
+28,385
173
$521K 0.06%
+32,080
174
$513K 0.06%
8,798
-517
175
$509K 0.06%
+3,895
5 6
7
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