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
401
$78K 0.01%
2,035
+1,485
402
$77K 0.01%
1,450
403
$75K 0.01%
1,039
+39
404
$74K 0.01%
145
405
$74K 0.01%
299
-104
406
$74K 0.01%
771
407
$74K 0.01%
1,163
408
$73K 0.01%
1,438
409
$73K 0.01%
1,120
410
$73K 0.01%
1,240
411
$72K 0.01%
+286
412
$72K 0.01%
2,968
-89
413
$72K 0.01%
924
-20
414
$71K 0.01%
1,269
415
$71K 0.01%
1,250
416
$70K 0.01%
1,230
417
$69K 0.01%
500
-50
418
$68K 0.01%
976
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419
$68K 0.01%
286
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420
$68K 0.01%
123
-27
421
$65K 0.01%
3,956
422
$65K 0.01%
391
+12
423
$64K 0.01%
611
424
$64K 0.01%
1,860
+945
425
$64K 0.01%
3,702
15 16
17
18 19