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
626
$20K ﹤0.01%
420
-150
627
$20K ﹤0.01%
330
+78
628
$20K ﹤0.01%
350
629
$20K ﹤0.01%
442
630
$20K ﹤0.01%
365
+110
631
$19K ﹤0.01%
125
-35
632
$19K ﹤0.01%
130
-375
633
$19K ﹤0.01%
144
634
$19K ﹤0.01%
133
+15
635
$19K ﹤0.01%
30
636
$19K ﹤0.01%
149
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637
$19K ﹤0.01%
199
638
$19K ﹤0.01%
134
639
$19K ﹤0.01%
120
-40
640
$19K ﹤0.01%
1,194
641
$19K ﹤0.01%
+431
642
$19K ﹤0.01%
415
643
$18K ﹤0.01%
84
644
$18K ﹤0.01%
388
+74
645
$18K ﹤0.01%
1,600
+1,000
646
$18K ﹤0.01%
278
647
$18K ﹤0.01%
158
648
$18K ﹤0.01%
34
649
$18K ﹤0.01%
936
650
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0
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