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
$266M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Sells

1 +$1.99M
2 +$1.33M
3 +$614K
4
LION
Fidelity Southern Corporation
LION
+$577K
5
CELG
Celgene Corp
CELG
+$537K

Sector Composition

1 Technology 6.63%
2 Financials 5.97%
3 Healthcare 3.92%
4 Consumer Discretionary 2.88%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$37K 0.01%
307
+80
277
$37K 0.01%
773
+228
278
$34K 0.01%
991
+679
279
$34K 0.01%
893
280
$34K 0.01%
+600
281
$32K 0.01%
59
-2
282
$32K 0.01%
+430
283
$32K 0.01%
349
+149
284
$31K 0.01%
838
285
$31K 0.01%
292
-1,691
286
$31K 0.01%
283
-278
287
$30K 0.01%
436
+232
288
$30K 0.01%
+834
289
$30K 0.01%
1,725
-1,125
290
$30K 0.01%
863
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291
$30K 0.01%
+911
292
$29K 0.01%
178
-23
293
$29K 0.01%
1,025
-850
294
$29K 0.01%
500
295
$28K 0.01%
103
-1,795
296
$28K 0.01%
+1,500
297
$28K 0.01%
397
-265
298
$28K 0.01%
+1,000
299
$27K 0.01%
400
-460
300
$27K 0.01%
735