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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
+$3.38M
2
+$3.35M
3
+$2.98M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.95M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.93M

Top Sells

1
+$2.89M
2
+$1.88M
3
+$1.86M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.74M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$1.57M

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
1201
– –
-7
1202
$0 ﹤0.01%
+16
1203
– –
-50
1204
– –
-17
1205
– –
-3
1206
– –
-92
1207
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-59
1208
– –
-100
1209
– –
-50
1210
– –
-11
1211
– –
-62
1212
– –
-1,300
1213
– –
-5
1214
$0 ﹤0.01%
8
1215
$0 ﹤0.01%
+10
1216
– –
-19
1217
– –
-1
1218
$0 ﹤0.01%
7
-20
1219
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-166
1220
$0 ﹤0.01%
25
1221
– –
-14
1222
– –
-24
1223
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1224
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1225
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-80
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