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
176
$504K 0.06%
5,482
+2,204
177
$503K 0.06%
18,650
+150
178
$497K 0.06%
+22,546
179
$495K 0.06%
3,724
-779
180
$483K 0.06%
4,424
+3,524
181
$476K 0.06%
5,668
-267
182
$473K 0.06%
3,418
-264
183
$470K 0.06%
5,158
+70
184
$465K 0.05%
3,300
+3,143
185
$461K 0.05%
13,415
+13,354
186
$459K 0.05%
+20,000
187
$456K 0.05%
12,740
+109
188
$455K 0.05%
6,862
+58
189
$451K 0.05%
33,776
+33,775
190
$450K 0.05%
2,382
-685
191
$448K 0.05%
+54,390
192
$446K 0.05%
2,017
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193
$444K 0.05%
4,518
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194
$442K 0.05%
7,500
195
$438K 0.05%
3,414
196
$437K 0.05%
4,197
-516
197
$433K 0.05%
+38,116
198
$432K 0.05%
16,000
+13,000
199
$427K 0.05%
1,718
+429
200
$414K 0.05%
1,787
+343
6 7
8
9 10