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
1
$59.4M 7%
823,886
+65,703
2
$36M 4.24%
691,649
+112,966
3
$31.6M 3.73%
607,215
+26,175
4
$30.6M 3.61%
475,418
-16,910
5
$30.1M 3.55%
364,897
+16,922
6
$28.7M 3.39%
72,262
-11,896
7
$28.2M 3.33%
308,099
-53,122
8
$27.3M 3.22%
332,016
+86,017
9
$26.7M 3.15%
261,879
+49,945
10
$20.7M 2.44%
294,523
+13,182
11
$20.6M 2.42%
145,109
+69,724
12
$18.4M 2.17%
150,431
+44,622
13
$17.1M 2.02%
35,958
-186
14
$14.6M 1.72%
172,679
-93,921
15
$13.5M 1.59%
110,570
+3,759
16
$11.9M 1.4%
109,326
+9,475
17
$10.8M 1.27%
147,898
-3,443
18
$9.46M 1.12%
23,882
+1,948
19
$9.21M 1.09%
39,071
+7,320
20
$9.16M 1.08%
120,712
-1,113
21
$9.09M 1.07%
139,588
-9,911
22
$8.66M 1.02%
176,402
+7,587
23
$8.26M 0.97%
+234,309
24
$7.51M 0.88%
53,146
+2,064
25
$7.48M 0.88%
30,791
-4,706
1
2 3 4 5