BDO Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
LOAN
Manhattan Bridge Capital
LOAN
|
+$14.2M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$8.57M |
| 3 |
Vanguard Morningstar Mega Cap Growth ETF
MGK
|
+$6.08M |
| 4 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
+$5.55M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$3.43M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$2.03M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.36M |
| 3 |
State Street SPDR S&P Dividend ETF
SDY
|
+$614K |
| 4 |
LION
Fidelity Southern Corporation
LION
|
+$587K |
| 5 |
CELG
Celgene Corp
CELG
|
+$579K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 70.37% |
| 2 | Technology | 6.63% |
| 3 | Financials | 5.99% |
| 4 | Healthcare | 3.92% |
| 5 | Consumer Discretionary | 2.88% |
Similar funds
BDO Wealth Advisors's Q1 2018 Portfolio in Review
As of Q1 2018, BDO Wealth Advisors held 640 positions worth $266M, up 20% from $223M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
BDO Wealth Advisors deployed $57.9M of net new capital in Q1 2018, opening 149 new positions and adding to 173 existing holdings. Its largest new stake was Manhattan Bridge Capital: 2,300,000 shares worth $2.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, up from 68% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was State Street SPDR S&P MIDCAP 400 ETF Trust, an estimated $2.03M trimmed.
- BDO Wealth Advisors's largest Q1 2018 buy was Manhattan Bridge Capital: 2,300,000 shares worth $2.3M.
- BDO Wealth Advisors added most to iShares MSCI EAFE Min Vol Factor ETF in Q1 2018, an estimated $8.57M increase.
- BDO Wealth Advisors's biggest Q1 2018 reduction was State Street SPDR S&P MIDCAP 400 ETF Trust, cutting an estimated $2.03M.
- BDO Wealth Advisors fully exited State Street SPDR S&P Dividend ETF in Q1 2018, selling an estimated $614K.
- BDO Wealth Advisors's ten largest holdings make up 47% of its $266M portfolio in Q1 2018.
- BDO Wealth Advisors opened 149 new positions and closed 65 in Q1 2018.
- BDO Wealth Advisors's portfolio value rose 20% quarter-over-quarter to $266M.
Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.