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
301
$180K 0.02%
11,035
302
$179K 0.02%
5,570
303
$179K 0.02%
793
-170
304
$173K 0.02%
43,224
-4,108
305
$173K 0.02%
2,320
306
$172K 0.02%
+1,035
307
$171K 0.02%
2,850
-400
308
$170K 0.02%
+3,787
309
$170K 0.02%
1,500
310
$169K 0.02%
2,500
311
$169K 0.02%
883
-40
312
$169K 0.02%
717
-75
313
$168K 0.02%
34,156
-8,020
314
$168K 0.02%
7,992
315
$167K 0.02%
1,550
316
$164K 0.02%
2,947
317
$163K 0.02%
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-215
318
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4,458
319
$161K 0.02%
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320
$160K 0.02%
5,050
321
$160K 0.02%
936
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322
$158K 0.02%
2,366
+400
323
$157K 0.02%
541
324
$155K 0.02%
2,550
+750
325
$155K 0.02%
1,893
-123
11 12
13
14 15