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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
651
$18K ﹤0.01%
110
-35
652
$18K ﹤0.01%
115
653
$18K ﹤0.01%
109
-24
654
$18K ﹤0.01%
+485
655
$18K ﹤0.01%
347
656
$18K ﹤0.01%
84
657
$18K ﹤0.01%
388
+74
658
$18K ﹤0.01%
1,600
+1,000
659
$18K ﹤0.01%
278
660
$17K ﹤0.01%
526
661
$17K ﹤0.01%
450
662
$17K ﹤0.01%
131
+76
663
$17K ﹤0.01%
2
-2
664
$17K ﹤0.01%
90
665
$17K ﹤0.01%
166
666
$17K ﹤0.01%
27
667
$17K ﹤0.01%
955
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668
$16K ﹤0.01%
1,106
669
$16K ﹤0.01%
1,112
670
$16K ﹤0.01%
235
-100
671
$16K ﹤0.01%
275
672
$16K ﹤0.01%
125
673
$16K ﹤0.01%
313
674
$16K ﹤0.01%
231
-4,988
675
$16K ﹤0.01%
160
25 26
27
28 29