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
1101
$1K ﹤0.01%
99
1102
$1K ﹤0.01%
104
1103
$1K ﹤0.01%
20
1104
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1105
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-62
1106
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-1,300
1107
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1108
$0 ﹤0.01%
+10
1109
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1110
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7
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1112
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25
1113
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-14
1114
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-402
1115
– –
-3,975
1116
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1117
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1118
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1119
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1120
$0 ﹤0.01%
11
1121
$0 ﹤0.01%
10
1122
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1123
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-7
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1125
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-11
43 44
45
46 47