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
826
$7K ﹤0.01%
124
827
$7K ﹤0.01%
+4,700
828
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3,000
829
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25
830
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100
+25
831
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91
832
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250
833
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150
-289
834
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250
835
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135
836
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207
837
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94
838
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19
+7
839
$6K ﹤0.01%
38
840
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23
841
$6K ﹤0.01%
520
842
$6K ﹤0.01%
30
843
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844
$6K ﹤0.01%
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845
$6K ﹤0.01%
+38
846
$6K ﹤0.01%
+43
847
$6K ﹤0.01%
139
848
$6K ﹤0.01%
+1
849
$5K ﹤0.01%
231
850
$5K ﹤0.01%
11
32 33
34
35 36