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
926
$3K ﹤0.01%
35
927
$3K ﹤0.01%
+450
928
$3K ﹤0.01%
45
929
$3K ﹤0.01%
96
930
$3K ﹤0.01%
25
931
$3K ﹤0.01%
170
932
$3K ﹤0.01%
90
933
$3K ﹤0.01%
100
934
$3K ﹤0.01%
100
935
$3K ﹤0.01%
31
936
$3K ﹤0.01%
142
937
$3K ﹤0.01%
24
938
$3K ﹤0.01%
56
939
$3K ﹤0.01%
23
940
$3K ﹤0.01%
67
941
$3K ﹤0.01%
2
942
$3K ﹤0.01%
250
943
$3K ﹤0.01%
5
944
$3K ﹤0.01%
20
945
$3K ﹤0.01%
19
946
$3K ﹤0.01%
73
947
$3K ﹤0.01%
44
948
$3K ﹤0.01%
300
949
$3K ﹤0.01%
12
950
$3K ﹤0.01%
8
36 37
38
39 40