BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
426
$6K ﹤0.01%
210
427
$6K ﹤0.01%
59
-107
428
$6K ﹤0.01%
+108
429
$6K ﹤0.01%
+1,000
430
$6K ﹤0.01%
+99
431
$6K ﹤0.01%
+98
432
$6K ﹤0.01%
35
433
$6K ﹤0.01%
+50
434
$6K ﹤0.01%
47
435
$6K ﹤0.01%
292
436
$6K ﹤0.01%
+100
437
$5K ﹤0.01%
1,040
438
$5K ﹤0.01%
+100
439
$5K ﹤0.01%
247
440
$5K ﹤0.01%
+56
441
$5K ﹤0.01%
292
-44
442
$5K ﹤0.01%
+100
443
$5K ﹤0.01%
+168
444
$5K ﹤0.01%
+92
445
$5K ﹤0.01%
+100
446
$5K ﹤0.01%
95
447
$5K ﹤0.01%
30
448
$5K ﹤0.01%
100
449
$4K ﹤0.01%
208
450
$4K ﹤0.01%
+1,000
16 17
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