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
26
$6.77M 0.75%
43,540
-1,014
27
$6.7M 0.74%
135,276
+356
28
$6.4M 0.71%
37,220
-880
29
$6.25M 0.69%
26,312
-623
30
$5.59M 0.62%
142,176
+17,733
31
$5.45M 0.6%
97,059
-1,577
32
$5.4M 0.6%
71,496
+2,933
33
$5.32M 0.59%
19,600
-11,191
34
$5.21M 0.58%
21,543
-272
35
$5.11M 0.57%
14,413
+8,775
36
$4.75M 0.53%
38,900
+760
37
$4.42M 0.49%
80,572
+167
38
$4.35M 0.48%
18,815
-1,704
39
$4.22M 0.47%
12,124
+371
40
$4.17M 0.46%
13,087
+11
41
$4.15M 0.46%
78,236
-23
42
$4.07M 0.45%
12,545
+263
43
$4.01M 0.44%
17,820
+238
44
$4M 0.44%
22,765
+1,870
45
$3.93M 0.44%
36,380
46
$3.85M 0.43%
24,858
-12,117
47
$3.8M 0.42%
189,920
+3,040
48
$3.73M 0.41%
7,388
-42
49
$3.65M 0.4%
26,046
-444
50
$3.33M 0.37%
161,746
-12,507
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