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
501
$39K ﹤0.01%
624
-291
502
$38K ﹤0.01%
200
503
$38K ﹤0.01%
1,840
504
$38K ﹤0.01%
1,358
-385
505
$38K ﹤0.01%
141
-165
506
$38K ﹤0.01%
320
-125
507
$38K ﹤0.01%
547
+509
508
$38K ﹤0.01%
82
509
$38K ﹤0.01%
2,628
510
$37K ﹤0.01%
642
511
$37K ﹤0.01%
983
512
$37K ﹤0.01%
893
513
$37K ﹤0.01%
1,564
514
$36K ﹤0.01%
285
515
$35K ﹤0.01%
260
516
$35K ﹤0.01%
876
+2
517
$35K ﹤0.01%
102
+60
518
$35K ﹤0.01%
318
519
$35K ﹤0.01%
838
520
$35K ﹤0.01%
166
521
$35K ﹤0.01%
340
522
$34K ﹤0.01%
+48
523
$34K ﹤0.01%
55
524
$34K ﹤0.01%
1,149
525
$34K ﹤0.01%
1,589
-633
19 20
21
22 23