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
376
$97K 0.01%
250
-25
377
$97K 0.01%
673
+15
378
$96K 0.01%
10,000
379
$96K 0.01%
604
380
$95K 0.01%
1,632
381
$94K 0.01%
2,247
382
$93K 0.01%
2,437
-2,334
383
$90K 0.01%
1,480
384
$89K 0.01%
1,689
-44
385
$88K 0.01%
2,907
-380
386
$88K 0.01%
637
387
$87K 0.01%
3,031
388
$86K 0.01%
541
+300
389
$86K 0.01%
1,060
390
$86K 0.01%
999
391
$84K 0.01%
2,260
392
$84K 0.01%
3,900
393
$83K 0.01%
1,350
-180
394
$83K 0.01%
3,600
395
$82K 0.01%
175
396
$82K 0.01%
1,400
+167
397
$80K 0.01%
1,464
398
$80K 0.01%
625
+496
399
$79K 0.01%
10,000
400
$79K 0.01%
540
-10
14 15
16
17 18