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
726
$12K ﹤0.01%
371
727
$12K ﹤0.01%
245
728
$12K ﹤0.01%
225
729
$12K ﹤0.01%
66
-15
730
$12K ﹤0.01%
67
+38
731
$12K ﹤0.01%
1,100
732
– –
-1,200
733
$11K ﹤0.01%
35
734
$11K ﹤0.01%
111
735
$11K ﹤0.01%
16
+4
736
$11K ﹤0.01%
342
-114
737
$11K ﹤0.01%
61
+35
738
$11K ﹤0.01%
300
739
$11K ﹤0.01%
83
740
$11K ﹤0.01%
42
+25
741
$10K ﹤0.01%
75
-28
742
$10K ﹤0.01%
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743
$10K ﹤0.01%
131
744
$10K ﹤0.01%
45
745
$10K ﹤0.01%
1,500
-17,522
746
$10K ﹤0.01%
155
-300
747
$10K ﹤0.01%
138
+37
748
$10K ﹤0.01%
352
749
$10K ﹤0.01%
+1,000
750
$10K ﹤0.01%
1,000
28 29
30
31 32