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
626
$20K ﹤0.01%
442
627
$20K ﹤0.01%
365
+110
628
$20K ﹤0.01%
256
-275
629
$20K ﹤0.01%
1,168
+26
630
$20K ﹤0.01%
487
-200
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
-200
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%
1,009
644
$18K ﹤0.01%
77
645
$18K ﹤0.01%
8
-2
646
$18K ﹤0.01%
450
647
$18K ﹤0.01%
110
-35
648
$18K ﹤0.01%
115
649
$18K ﹤0.01%
109
-24
650
$18K ﹤0.01%
+485
24 25
26
27 28