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
351
$16K 0.01%
+300
352
$16K 0.01%
200
353
$15K 0.01%
134
-463
354
$15K 0.01%
+500
355
$15K 0.01%
+117
356
$15K 0.01%
180
357
$15K 0.01%
539
+106
358
$15K 0.01%
+12,000
359
$14K 0.01%
300
-200
360
$14K 0.01%
75
361
$14K 0.01%
1,794
-2,100
362
$14K 0.01%
622
363
0
364
$14K 0.01%
+330
365
$14K 0.01%
+306
366
$14K 0.01%
400
367
$14K 0.01%
220
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368
$14K 0.01%
+234
369
$14K 0.01%
+627
370
$13K ﹤0.01%
+250
371
$13K ﹤0.01%
85
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372
$13K ﹤0.01%
+1,000
373
$13K ﹤0.01%
218
374
$13K ﹤0.01%
300
375
$13K ﹤0.01%
134