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
426
$6K ﹤0.01%
59
-107
427
$6K ﹤0.01%
+108
428
$6K ﹤0.01%
+1,000
429
$6K ﹤0.01%
47
430
$6K ﹤0.01%
292
431
$6K ﹤0.01%
+100
432
$6K ﹤0.01%
76
433
$6K ﹤0.01%
+99
434
$6K ﹤0.01%
+98
435
$6K ﹤0.01%
35
436
$6K ﹤0.01%
+50
437
$5K ﹤0.01%
+168
438
$5K ﹤0.01%
+92
439
$5K ﹤0.01%
+100
440
$5K ﹤0.01%
95
441
$5K ﹤0.01%
30
442
$5K ﹤0.01%
100
443
$5K ﹤0.01%
1,040
444
$5K ﹤0.01%
+100
445
$5K ﹤0.01%
247
446
$5K ﹤0.01%
+56
447
$5K ﹤0.01%
292
-44
448
$5K ﹤0.01%
+100
449
$4K ﹤0.01%
70
450
$4K ﹤0.01%
335
+150