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
201
$412K 0.05%
+20,577
202
$412K 0.05%
+30,757
203
$403K 0.05%
5,413
+73
204
$388K 0.05%
+7,809
205
$387K 0.05%
5,112
-75
206
$382K 0.05%
16,835
-10,100
207
$368K 0.04%
2,096
-39
208
$366K 0.04%
3,789
+170
209
$365K 0.04%
2,946
+2,924
210
$364K 0.04%
4,625
-247
211
$361K 0.04%
4,888
212
$356K 0.04%
4,164
-879
213
$351K 0.04%
+2,659
214
$346K 0.04%
6,766
+2,976
215
$345K 0.04%
5,219
-326
216
$345K 0.04%
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217
$345K 0.04%
3,713
+3,628
218
$341K 0.04%
6,100
+198
219
$339K 0.04%
2,700
+1,085
220
$335K 0.04%
1,463
-292
221
$326K 0.04%
480
+6
222
$326K 0.04%
6,369
223
$326K 0.04%
4,137
-332
224
$321K 0.04%
5,826
+5,376
225
$320K 0.04%
68
7 8
9
10 11