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
351
$120K 0.01%
1,675
+1,029
352
$120K 0.01%
1,026
353
$120K 0.01%
689
354
$117K 0.01%
1,428
355
$114K 0.01%
2,225
+500
356
$114K 0.01%
4,758
-1,180
357
$110K 0.01%
9,200
+200
358
$109K 0.01%
1,475
359
$109K 0.01%
2,191
+320
360
$108K 0.01%
123
361
$108K 0.01%
275
+20
362
$106K 0.01%
865
363
$105K 0.01%
1,950
+550
364
$105K 0.01%
1,684
-179
365
$105K 0.01%
537
+1
366
$104K 0.01%
9,020
367
$103K 0.01%
2,271
-3,300
368
$102K 0.01%
560
-228
369
$101K 0.01%
1,548
-4
370
$101K 0.01%
1,058
371
$101K 0.01%
1,211
+11
372
$101K 0.01%
1,800
373
$100K 0.01%
9,425
374
$98K 0.01%
249
+2
375
– –
-11,841
13 14
15
16 17