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
751
$10K ﹤0.01%
180
752
$10K ﹤0.01%
200
753
$10K ﹤0.01%
53
754
$10K ﹤0.01%
+265
755
$10K ﹤0.01%
210
756
$10K ﹤0.01%
300
757
$9K ﹤0.01%
800
758
$9K ﹤0.01%
6
-11
759
$9K ﹤0.01%
59
-20
760
$9K ﹤0.01%
25
761
$9K ﹤0.01%
+156
762
$9K ﹤0.01%
300
763
$9K ﹤0.01%
+125
764
$9K ﹤0.01%
188
765
$9K ﹤0.01%
400
766
$9K ﹤0.01%
97
767
$9K ﹤0.01%
400
-334
768
$9K ﹤0.01%
900
769
$9K ﹤0.01%
75
-30
770
$9K ﹤0.01%
78
771
$9K ﹤0.01%
+42
772
$9K ﹤0.01%
132
773
$9K ﹤0.01%
87
774
$9K ﹤0.01%
100
775
$9K ﹤0.01%
114
29 30
31
32 33