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
326
$150K 0.02%
5,474
-38
327
$150K 0.02%
2,300
328
$150K 0.02%
2,279
+3
329
$148K 0.02%
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+23
330
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2,093
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331
$147K 0.02%
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332
$147K 0.02%
7,470
-990
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$146K 0.02%
600
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334
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-82
335
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1,163
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336
$144K 0.02%
1,345
-43
337
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2,209
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338
$142K 0.02%
2,032
-1
339
$141K 0.02%
1,137
-358
340
$140K 0.02%
48,751
341
$137K 0.02%
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342
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343
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344
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345
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346
$126K 0.01%
216
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347
$126K 0.01%
4,986
+1,272
348
$125K 0.01%
4,735
-375
349
$123K 0.01%
2,250
350
$121K 0.01%
1,461
12 13
14
15 16