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
201
$448K 0.05%
3,094
+148
202
$447K 0.05%
4,346
+149
203
$444K 0.05%
30,611
-146
204
$435K 0.05%
32,036
-1,740
205
$429K 0.05%
12,074
-1,341
206
$420K 0.05%
4,254
+465
207
$419K 0.05%
1,720
+2
208
$419K 0.05%
12,740
209
$410K 0.05%
1,632
+12
210
$408K 0.05%
2,141
+45
211
$408K 0.05%
16,835
212
$406K 0.05%
4,319
+421
213
$399K 0.04%
5,137
+1,000
214
$391K 0.04%
18,664
-3,882
215
$389K 0.04%
1,787
216
$388K 0.04%
483
+3
217
$387K 0.04%
4,888
218
$377K 0.04%
5,886
+60
219
$374K 0.04%
+2,589
220
$373K 0.04%
6,376
+276
221
$370K 0.04%
2,559
-100
222
$368K 0.04%
7,728
+962
223
$366K 0.04%
1,483
+20
224
$358K 0.04%
1,248
+2
225
$348K 0.04%
4,225
-400
7 8
9
10 11