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
576
$25K ﹤0.01%
182
577
$25K ﹤0.01%
127
578
$25K ﹤0.01%
838
579
$25K ﹤0.01%
123
580
$25K ﹤0.01%
525
581
$25K ﹤0.01%
1,290
582
$25K ﹤0.01%
1,409
583
$24K ﹤0.01%
304
584
$24K ﹤0.01%
575
+25
585
$24K ﹤0.01%
450
586
$24K ﹤0.01%
300
587
$24K ﹤0.01%
109
588
$24K ﹤0.01%
800
+400
589
$24K ﹤0.01%
1,500
590
$23K ﹤0.01%
201
591
$23K ﹤0.01%
234
592
$23K ﹤0.01%
600
-2,771
593
$23K ﹤0.01%
1,100
594
$23K ﹤0.01%
330
595
$23K ﹤0.01%
80
596
$23K ﹤0.01%
317
597
$23K ﹤0.01%
200
598
$23K ﹤0.01%
600
599
$22K ﹤0.01%
100
600
– –
-1,010
22 23
24
25 26