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
401
$9K ﹤0.01%
+200
402
$9K ﹤0.01%
122
403
$9K ﹤0.01%
222
404
$9K ﹤0.01%
40
405
$9K ﹤0.01%
101
+30
406
$9K ﹤0.01%
+57
407
$9K ﹤0.01%
+300
408
0
409
$9K ﹤0.01%
350
410
$9K ﹤0.01%
+337
411
$9K ﹤0.01%
+338
412
$9K ﹤0.01%
+337
413
$8K ﹤0.01%
+1,250
414
0
415
$8K ﹤0.01%
+122
416
$8K ﹤0.01%
97
417
$8K ﹤0.01%
400
-600
418
$7K ﹤0.01%
+100
419
$7K ﹤0.01%
125
420
$7K ﹤0.01%
+50
421
$7K ﹤0.01%
+4,000
422
$7K ﹤0.01%
+406
423
$6K ﹤0.01%
+300
424
$6K ﹤0.01%
210
425
$6K ﹤0.01%
26
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