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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
851
$5K ﹤0.01%
150
852
$5K ﹤0.01%
100
853
$5K ﹤0.01%
129
+1
854
$5K ﹤0.01%
37
855
$5K ﹤0.01%
100
856
$5K ﹤0.01%
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-17
857
$5K ﹤0.01%
50
858
$5K ﹤0.01%
90
859
$5K ﹤0.01%
62
860
$5K ﹤0.01%
95
861
$5K ﹤0.01%
119
+2
862
$5K ﹤0.01%
25
863
$5K ﹤0.01%
204
864
$5K ﹤0.01%
214
865
$5K ﹤0.01%
48
866
$5K ﹤0.01%
200
867
$5K ﹤0.01%
15
-20
868
$5K ﹤0.01%
50
869
$5K ﹤0.01%
92
870
$5K ﹤0.01%
250
871
$5K ﹤0.01%
400
872
$5K ﹤0.01%
258
873
$5K ﹤0.01%
231
874
$5K ﹤0.01%
11
875
$5K ﹤0.01%
450
33 34
35
36 37