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
1101
$1K ﹤0.01%
+83
1102
$1K ﹤0.01%
99
1103
$1K ﹤0.01%
104
1104
– –
-1,300
1105
– –
-5
1106
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-19
1107
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-1
1108
$0 ﹤0.01%
7
-20
1109
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-166
1110
$0 ﹤0.01%
25
1111
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1112
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1113
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-80
1114
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-10
1115
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-85
1116
– –
-402
1117
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-3,975
1118
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-100
1119
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1120
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-21
1121
$0 ﹤0.01%
11
1122
$0 ﹤0.01%
153
-1
1123
$0 ﹤0.01%
22
1124
$0 ﹤0.01%
3
-5
1125
– –
-32
43 44
45
46 47