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
776
$9K ﹤0.01%
100
777
$9K ﹤0.01%
64
778
$9K ﹤0.01%
194
779
$9K ﹤0.01%
304
-418
780
$9K ﹤0.01%
90
781
$9K ﹤0.01%
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782
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783
$9K ﹤0.01%
+200
784
$8K ﹤0.01%
8
785
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28
786
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787
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788
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789
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25
+15
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24
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$8K ﹤0.01%
99
792
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793
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795
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1,000
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$8K ﹤0.01%
+257
798
$8K ﹤0.01%
244
799
$8K ﹤0.01%
260
800
$8K ﹤0.01%
50
30 31
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