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
651
$18K ﹤0.01%
1,009
652
$18K ﹤0.01%
77
653
$18K ﹤0.01%
8
-2
654
$18K ﹤0.01%
450
655
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110
-35
656
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115
657
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109
-24
658
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+485
659
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347
660
$17K ﹤0.01%
166
661
$17K ﹤0.01%
27
662
$17K ﹤0.01%
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663
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450
664
$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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667
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669
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670
$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
30
675
$16K ﹤0.01%
170
+30
25 26
27
28 29