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
676
$16K ﹤0.01%
1,106
677
$16K ﹤0.01%
1,112
678
$16K ﹤0.01%
235
-100
679
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275
680
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435
-75
681
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125
682
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313
683
$15K ﹤0.01%
85
684
$15K ﹤0.01%
1,500
685
$15K ﹤0.01%
800
686
$15K ﹤0.01%
65
687
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-131
688
$15K ﹤0.01%
200
689
$15K ﹤0.01%
998
690
$15K ﹤0.01%
140
691
$14K ﹤0.01%
2,457
692
$14K ﹤0.01%
235
693
$14K ﹤0.01%
293
694
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214
695
$14K ﹤0.01%
832
696
$14K ﹤0.01%
576
697
$14K ﹤0.01%
210
698
$14K ﹤0.01%
79
+29
699
$14K ﹤0.01%
185
700
$14K ﹤0.01%
700
26 27
28
29 30