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
676
$16K ﹤0.01%
231
-4,988
677
$16K ﹤0.01%
160
678
$16K ﹤0.01%
90
679
$16K ﹤0.01%
170
+30
680
$16K ﹤0.01%
45
681
$16K ﹤0.01%
75
-10
682
$16K ﹤0.01%
140
+7
683
$15K ﹤0.01%
85
684
$15K ﹤0.01%
800
685
$15K ﹤0.01%
65
686
$15K ﹤0.01%
230
-131
687
$15K ﹤0.01%
1,500
688
$15K ﹤0.01%
200
689
$15K ﹤0.01%
998
690
$15K ﹤0.01%
140
691
$14K ﹤0.01%
214
692
$14K ﹤0.01%
185
693
$14K ﹤0.01%
700
694
$14K ﹤0.01%
2,457
695
$14K ﹤0.01%
235
696
$14K ﹤0.01%
293
697
$14K ﹤0.01%
832
698
$14K ﹤0.01%
576
699
$14K ﹤0.01%
210
700
$14K ﹤0.01%
79
+29
26 27
28
29 30