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
376
$13K ﹤0.01%
100
377
$12K ﹤0.01%
+216
378
$12K ﹤0.01%
449
379
$12K ﹤0.01%
+418
380
$12K ﹤0.01%
+72
381
$12K ﹤0.01%
+90
382
$12K ﹤0.01%
+1,000
383
$12K ﹤0.01%
+200
384
$12K ﹤0.01%
263
385
$11K ﹤0.01%
189
-89
386
$11K ﹤0.01%
+200
387
$11K ﹤0.01%
265
-127
388
$11K ﹤0.01%
80
-50
389
$11K ﹤0.01%
390
390
$11K ﹤0.01%
265
+9
391
$11K ﹤0.01%
391
+291
392
$10K ﹤0.01%
+226
393
$10K ﹤0.01%
+214
394
$10K ﹤0.01%
113
395
$10K ﹤0.01%
652
+352
396
$10K ﹤0.01%
57
397
$10K ﹤0.01%
500
398
$10K ﹤0.01%
+100
399
– –
0
400
$9K ﹤0.01%
+200
14 15
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