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
876
$5K ﹤0.01%
400
877
$5K ﹤0.01%
150
878
$5K ﹤0.01%
258
879
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129
+1
880
$4K ﹤0.01%
6
-3
881
$4K ﹤0.01%
110
882
$4K ﹤0.01%
1,050
883
$4K ﹤0.01%
44
884
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25
885
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100
+25
886
$4K ﹤0.01%
100
887
$4K ﹤0.01%
175
888
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61
889
$4K ﹤0.01%
100
890
$4K ﹤0.01%
109
891
$4K ﹤0.01%
17
892
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500
893
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50
894
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44
895
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896
$4K ﹤0.01%
61
897
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400
-300
898
$4K ﹤0.01%
58
899
$4K ﹤0.01%
145
900
$4K ﹤0.01%
78
34 35
36
37 38