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
+$3.42M
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
1051
$1K ﹤0.01%
10
-130
1052
$1K ﹤0.01%
30
1053
$1K ﹤0.01%
9
1054
$1K ﹤0.01%
35
1055
$1K ﹤0.01%
40
1056
$1K ﹤0.01%
3
1057
$1K ﹤0.01%
+10
1058
$1K ﹤0.01%
19
1059
$1K ﹤0.01%
43
-88
1060
$1K ﹤0.01%
100
1061
$1K ﹤0.01%
22
1062
$1K ﹤0.01%
15
1063
$1K ﹤0.01%
24
1064
$1K ﹤0.01%
50
1065
$1K ﹤0.01%
10
+1
1066
$1K ﹤0.01%
49
1067
$1K ﹤0.01%
33
1068
$1K ﹤0.01%
40
1069
$1K ﹤0.01%
7
1070
$1K ﹤0.01%
+100
1071
$1K ﹤0.01%
10
1072
$1K ﹤0.01%
15
1073
$1K ﹤0.01%
41
1074
$1K ﹤0.01%
14
1075
$1K ﹤0.01%
50
-620
41 42
43
44 45