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
151
$827K 0.09%
15,554
+27
152
$812K 0.09%
8,024
+13
153
$802K 0.09%
3,429
+109
154
$800K 0.09%
15,140
-550
155
$779K 0.09%
5,452
-1,397
156
$773K 0.09%
35,234
157
$761K 0.08%
10,383
+5,271
158
$757K 0.08%
2,538
-117
159
$737K 0.08%
6,555
+6,170
160
$725K 0.08%
6,217
-910
161
$723K 0.08%
12,671
-935
162
$717K 0.08%
6,525
+6,240
163
$706K 0.08%
+4,250
164
$685K 0.08%
67,603
-3,895
165
$681K 0.08%
3,922
-199
166
$659K 0.07%
7,225
+3,061
167
$641K 0.07%
5,500
168
$626K 0.07%
4,228
+2
169
$624K 0.07%
10,154
+2,654
170
$588K 0.07%
49,946
+212
171
$588K 0.07%
1,247
-74
172
$584K 0.06%
5,183
+110
173
$571K 0.06%
5,612
+130
174
$557K 0.06%
30,318
-5,109
175
$553K 0.06%
25,454
-3,561
5 6
7
8 9