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
451
$4K ﹤0.01%
90
+77
452
$4K ﹤0.01%
70
453
$4K ﹤0.01%
335
+150
454
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80
455
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+2
456
$4K ﹤0.01%
150
-200
457
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+14
458
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+52
459
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-23
460
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+101
461
– –
0
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+25
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$3K ﹤0.01%
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0
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100
-150
467
$3K ﹤0.01%
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468
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100
469
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185
470
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200
471
$3K ﹤0.01%
+150
472
$3K ﹤0.01%
50
-550
473
$3K ﹤0.01%
200
-100
474
$3K ﹤0.01%
+158
475
$3K ﹤0.01%
173
17 18
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