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
901
$4K ﹤0.01%
17
902
$4K ﹤0.01%
41
903
$4K ﹤0.01%
+75
904
$4K ﹤0.01%
357
905
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475
906
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75
+25
907
$4K ﹤0.01%
7
908
$4K ﹤0.01%
100
909
$4K ﹤0.01%
14
910
$4K ﹤0.01%
89
911
$4K ﹤0.01%
172
912
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913
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100
914
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500
915
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916
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917
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918
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919
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400
-300
920
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58
921
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145
922
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78
923
$4K ﹤0.01%
38
924
$4K ﹤0.01%
46
925
$3K ﹤0.01%
300
35 36
37
38 39