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
526
$34K ﹤0.01%
1,100
527
$34K ﹤0.01%
472
528
$34K ﹤0.01%
295
529
$33K ﹤0.01%
1,140
-20
530
$33K ﹤0.01%
814
-41
531
$33K ﹤0.01%
490
532
$33K ﹤0.01%
160
+10
533
$33K ﹤0.01%
138
-8
534
$33K ﹤0.01%
983
535
$32K ﹤0.01%
525
536
$32K ﹤0.01%
793
+547
537
$32K ﹤0.01%
459
+58
538
$32K ﹤0.01%
1,750
539
$31K ﹤0.01%
426
-200
540
$31K ﹤0.01%
726
+75
541
– –
-1,858
542
$31K ﹤0.01%
3,500
543
$30K ﹤0.01%
724
544
$30K ﹤0.01%
1,299
-720
545
$29K ﹤0.01%
1,650
+25
546
$29K ﹤0.01%
884
547
$29K ﹤0.01%
169
+24
548
$29K ﹤0.01%
246
549
$29K ﹤0.01%
338
550
$29K ﹤0.01%
892
20 21
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