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
551
$29K ﹤0.01%
1,101
552
$29K ﹤0.01%
1,076
553
$28K ﹤0.01%
+400
554
$28K ﹤0.01%
490
-100
555
$28K ﹤0.01%
279
+267
556
$28K ﹤0.01%
277
557
$28K ﹤0.01%
326
558
$28K ﹤0.01%
532
-50
559
$28K ﹤0.01%
+1,750
560
$28K ﹤0.01%
51
-23
561
$28K ﹤0.01%
356
562
$27K ﹤0.01%
605
+11
563
$27K ﹤0.01%
245
564
$27K ﹤0.01%
265
565
$27K ﹤0.01%
504
+2
566
$27K ﹤0.01%
65
+18
567
$27K ﹤0.01%
42
-4
568
$26K ﹤0.01%
284
569
$26K ﹤0.01%
140
570
$26K ﹤0.01%
107
571
$26K ﹤0.01%
700
572
$26K ﹤0.01%
86
573
$26K ﹤0.01%
496
574
$26K ﹤0.01%
1,050
575
$26K ﹤0.01%
1,000
21 22
23
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