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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
751
$10K ﹤0.01%
200
752
$10K ﹤0.01%
53
753
$10K ﹤0.01%
+265
754
$10K ﹤0.01%
210
755
$10K ﹤0.01%
300
756
$10K ﹤0.01%
131
757
$9K ﹤0.01%
+125
758
$9K ﹤0.01%
188
759
$9K ﹤0.01%
400
760
$9K ﹤0.01%
97
761
$9K ﹤0.01%
800
762
$9K ﹤0.01%
400
-334
763
$9K ﹤0.01%
132
764
$9K ﹤0.01%
100
765
$9K ﹤0.01%
114
766
$9K ﹤0.01%
100
767
$9K ﹤0.01%
64
768
$9K ﹤0.01%
194
769
$9K ﹤0.01%
304
-418
770
$9K ﹤0.01%
90
771
$9K ﹤0.01%
293
772
$9K ﹤0.01%
440
773
$9K ﹤0.01%
+200
774
$9K ﹤0.01%
900
775
$9K ﹤0.01%
75
-30
29 30
31
32 33