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
$903M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,247
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.32M
3
+$3.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.92M

Top Sells

1
+$3.04M
2
+$1.88M
3
+$1.78M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$1.7M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.69M

Sector Composition

1 Technology 8.15%
2 Financials 5.4%
3 Healthcare 4.14%
4 Consumer Discretionary 3.57%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$224K 0.02%
2,480
-175
277
$223K 0.02%
4,317
278
$218K 0.02%
2,681
-49
279
$217K 0.02%
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280
$216K 0.02%
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281
$214K 0.02%
3,513
282
$211K 0.02%
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283
$210K 0.02%
2,681
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284
$207K 0.02%
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285
$204K 0.02%
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286
$204K 0.02%
1,144
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287
$203K 0.02%
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288
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289
$201K 0.02%
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+21
290
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291
$199K 0.02%
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292
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293
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295
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296
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548
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297
$188K 0.02%
5,120
-1,782
298
$187K 0.02%
1,845
299
$185K 0.02%
2,148
300
$182K 0.02%
3,674
10 11
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