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
+$3.42M
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
851
$5K ﹤0.01%
50
852
$5K ﹤0.01%
231
853
$5K ﹤0.01%
11
854
$5K ﹤0.01%
450
855
$5K ﹤0.01%
100
856
$5K ﹤0.01%
100
857
$5K ﹤0.01%
90
858
$5K ﹤0.01%
62
859
$5K ﹤0.01%
+11
860
$5K ﹤0.01%
95
861
$5K ﹤0.01%
119
+2
862
$5K ﹤0.01%
75
863
$5K ﹤0.01%
18
864
$5K ﹤0.01%
200
865
$5K ﹤0.01%
100
866
$5K ﹤0.01%
+65
867
$5K ﹤0.01%
25
868
$5K ﹤0.01%
204
869
$5K ﹤0.01%
214
870
$5K ﹤0.01%
48
871
$5K ﹤0.01%
200
872
$5K ﹤0.01%
15
-20
873
$5K ﹤0.01%
50
874
$5K ﹤0.01%
92
875
$5K ﹤0.01%
250
33 34
35
36 37