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
51
$3.25M 0.36%
13,571
-547
52
$3.2M 0.35%
55,872
53
$3.03M 0.34%
54,063
+4,001
54
$2.91M 0.32%
27,200
+1,300
55
$2.89M 0.32%
70,082
-3,758
56
$2.85M 0.32%
17,281
-74
57
$2.8M 0.31%
7,679
+287
58
$2.8M 0.31%
14,422
+468
59
$2.72M 0.3%
21,680
+440
60
$2.7M 0.3%
11,351
-599
61
$2.68M 0.3%
29,782
-14
62
$2.68M 0.3%
18,344
+857
63
$2.66M 0.29%
23,528
+22
64
$2.66M 0.29%
56,520
+933
65
$2.66M 0.29%
25,368
-2,513
66
$2.61M 0.29%
49,669
+1,585
67
$2.54M 0.28%
45,930
+151
68
$2.49M 0.28%
63,670
+3,276
69
$2.47M 0.27%
15,674
+330
70
$2.45M 0.27%
9,858
-273
71
$2.39M 0.26%
79,163
+2,090
72
$2.37M 0.26%
8,543
+320
73
$2.34M 0.26%
9,024
-45
74
$2.15M 0.24%
12,963
-709
75
$2.15M 0.24%
14,342
+742
1 2
3
4 5