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
476
$46K 0.01%
145
-6
477
$45K 0.01%
5,000
-1,300
478
$44K ﹤0.01%
1,395
-420
479
$44K ﹤0.01%
1,308
480
$44K ﹤0.01%
1,098
481
$44K ﹤0.01%
3,518
-1,338
482
– –
-1,451
483
$44K ﹤0.01%
237
-9,131
484
$43K ﹤0.01%
2,000
485
$42K ﹤0.01%
677
-100
486
$42K ﹤0.01%
2,661
487
$42K ﹤0.01%
2,782
488
$42K ﹤0.01%
1,250
+100
489
$42K ﹤0.01%
459
490
$42K ﹤0.01%
2,000
491
$41K ﹤0.01%
193
492
$41K ﹤0.01%
2,390
493
$41K ﹤0.01%
200
494
$40K ﹤0.01%
+305
495
$40K ﹤0.01%
385
496
$39K ﹤0.01%
159
-13
497
$39K ﹤0.01%
85
498
$39K ﹤0.01%
2,300
499
$39K ﹤0.01%
+550
500
$39K ﹤0.01%
227
18 19
20
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