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
76
$2.13M 0.24%
18,487
+117
77
$2.13M 0.24%
9,674
-1,396
78
$2.1M 0.23%
4,457
+120
79
$2.01M 0.22%
15,393
+540
80
$1.99M 0.22%
185,409
-6,368
81
$1.92M 0.21%
12,436
-427
82
– –
-97,354
83
$1.87M 0.21%
38,026
+1,237
84
$1.87M 0.21%
6,410
-86
85
$1.84M 0.2%
33,326
+1,513
86
$1.83M 0.2%
21,895
+861
87
$1.8M 0.2%
7,926
-2,154
88
$1.78M 0.2%
19,698
-2,207
89
$1.76M 0.2%
22,643
+1,149
90
$1.75M 0.19%
7,166
-102
91
$1.74M 0.19%
9,121
+217
92
$1.74M 0.19%
107,596
-1,816
93
$1.73M 0.19%
20,295
-719
94
– –
-114,288
95
$1.67M 0.19%
16,794
-1,522
96
$1.67M 0.18%
58,647
-845
97
$1.66M 0.18%
11,806
-254
98
$1.6M 0.18%
93,626
+14,305
99
$1.6M 0.18%
3,988
-562
100
$1.6M 0.18%
66,490
-35,354
2 3
4
5 6