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
876
$5K ﹤0.01%
400
877
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878
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100
879
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129
+1
880
$4K ﹤0.01%
1,050
881
$4K ﹤0.01%
44
882
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883
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884
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25
885
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100
+25
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100
887
$4K ﹤0.01%
175
888
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889
$4K ﹤0.01%
100
890
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28
891
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+19
892
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893
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895
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70
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38
897
$4K ﹤0.01%
6
-3
898
$4K ﹤0.01%
110
899
$4K ﹤0.01%
42
900
$4K ﹤0.01%
109
34 35
36
37 38