BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$3.38M
2
+$3.35M
3
+$2.98M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.95M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.93M

Top Sells

1
+$2.89M
2
+$1.88M
3
+$1.86M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.74M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$1.57M

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
601
$22K ﹤0.01%
114
602
$22K ﹤0.01%
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603
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604
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60
605
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500
-250
606
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607
– –
-1,010
608
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+1,025
609
$21K ﹤0.01%
1,290
610
$21K ﹤0.01%
125
611
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107
612
$21K ﹤0.01%
71
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$21K ﹤0.01%
116
614
$21K ﹤0.01%
550
615
$21K ﹤0.01%
726
+6
616
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250
617
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570
+125
618
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619
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419
+94
620
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400
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621
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622
$20K ﹤0.01%
420
-150
623
$20K ﹤0.01%
66
624
$20K ﹤0.01%
330
+78
625
$20K ﹤0.01%
350
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