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 Buys

1
+$8.56M
2
+$5.88M
3
+$5.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.43M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.05M

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
326
$20K 0.01%
+158
327
$20K 0.01%
+750
328
$20K 0.01%
191
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329
$19K 0.01%
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330
$19K 0.01%
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$19K 0.01%
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-2,389
332
$19K 0.01%
412
333
$19K 0.01%
+370
334
$19K 0.01%
469
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335
$18K 0.01%
125
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336
$18K 0.01%
162
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337
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338
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573
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$17K 0.01%
110
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344
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346
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347
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50
348
$16K 0.01%
250
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$16K 0.01%
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350
$16K 0.01%
+200
12 13
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