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
101
$1.59M 0.18%
11,824
+3,475
102
$1.56M 0.17%
6,986
+722
103
$1.54M 0.17%
6,701
+726
104
$1.54M 0.17%
2,751
+2,554
105
$1.53M 0.17%
9,864
-204
106
$1.52M 0.17%
6,240
+207
107
$1.51M 0.17%
29,837
+3,450
108
$1.42M 0.16%
6,088
+259
109
$1.42M 0.16%
6,886
+415
110
$1.4M 0.15%
3,691
-43
111
$1.39M 0.15%
92,275
-13,587
112
$1.38M 0.15%
25,640
-1,565
113
$1.34M 0.15%
79,772
-11,130
114
$1.31M 0.15%
6,412
+142
115
$1.27M 0.14%
8,936
-341
116
$1.26M 0.14%
17,073
+872
117
$1.25M 0.14%
20,920
+1,372
118
$1.24M 0.14%
73,603
-1,429
119
$1.21M 0.13%
17,983
-3,090
120
$1.19M 0.13%
8,708
-331
121
$1.18M 0.13%
5,629
122
$1.17M 0.13%
22,685
+1,093
123
– –
-78,680
124
$1.15M 0.13%
14,741
-278
125
$1.1M 0.12%
4,163
+43
3 4
5
6 7