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
601
$22K ﹤0.01%
+1,025
602
$22K ﹤0.01%
1,100
603
– –
0
604
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800
605
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325
606
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67
607
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60
608
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500
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609
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250
610
$21K ﹤0.01%
310
611
$21K ﹤0.01%
125
612
$21K ﹤0.01%
107
613
$21K ﹤0.01%
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614
$21K ﹤0.01%
116
615
$21K ﹤0.01%
550
616
$21K ﹤0.01%
1,290
617
$21K ﹤0.01%
726
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$21K ﹤0.01%
570
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$21K ﹤0.01%
419
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$21K ﹤0.01%
400
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$21K ﹤0.01%
296
622
$20K ﹤0.01%
256
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623
$20K ﹤0.01%
1,168
+26
624
$20K ﹤0.01%
66
625
$20K ﹤0.01%
487
-200
23 24
25
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