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
801
$8K ﹤0.01%
20
-66
802
$8K ﹤0.01%
36
803
$8K ﹤0.01%
35
804
$8K ﹤0.01%
25
805
$8K ﹤0.01%
26
806
$7K ﹤0.01%
400
807
$7K ﹤0.01%
+245
808
$7K ﹤0.01%
35
+30
809
$7K ﹤0.01%
75
810
$7K ﹤0.01%
170
-134
811
$7K ﹤0.01%
150
812
$7K ﹤0.01%
+100
813
$7K ﹤0.01%
30
814
$7K ﹤0.01%
300
815
$7K ﹤0.01%
115
816
$7K ﹤0.01%
+75
817
$7K ﹤0.01%
60
818
$7K ﹤0.01%
209
819
$7K ﹤0.01%
25
820
$7K ﹤0.01%
225
821
$7K ﹤0.01%
5
822
$7K ﹤0.01%
2,150
823
$7K ﹤0.01%
1
824
$7K ﹤0.01%
35
+10
825
$7K ﹤0.01%
700
-50
31 32
33
34 35