BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
-0.15%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$266M
AUM Growth
+$43.7M
(+20%)
Cap. Flow
+$45.2M
Cap. Flow
% of AUM
16.96%
Top 10 Holdings %
Top 10 Hldgs %
46.82%
Holding
640
New
149
Increased
173
Reduced
111
Closed
65
Top Buys
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.99M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.33M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$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% |
