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
726
$12K ﹤0.01%
900
727
$12K ﹤0.01%
371
728
$12K ﹤0.01%
245
729
$12K ﹤0.01%
225
730
$12K ﹤0.01%
66
-15
731
$12K ﹤0.01%
67
+38
732
– –
-1,200
733
$11K ﹤0.01%
16
+4
734
$11K ﹤0.01%
342
-114
735
$11K ﹤0.01%
61
+35
736
$11K ﹤0.01%
35
737
$11K ﹤0.01%
111
738
$11K ﹤0.01%
300
739
$11K ﹤0.01%
83
740
$11K ﹤0.01%
42
+25
741
$10K ﹤0.01%
138
+37
742
$10K ﹤0.01%
352
743
$10K ﹤0.01%
75
-28
744
$10K ﹤0.01%
308
745
$10K ﹤0.01%
+1,000
746
$10K ﹤0.01%
1,000
747
$10K ﹤0.01%
45
748
$10K ﹤0.01%
1,500
-17,522
749
$10K ﹤0.01%
155
-300
750
$10K ﹤0.01%
180
28 29
30
31 32