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
451
$4K ﹤0.01%
80
452
$4K ﹤0.01%
+2
453
$4K ﹤0.01%
150
-200
454
$4K ﹤0.01%
+1,000
455
$4K ﹤0.01%
90
+77
456
$4K ﹤0.01%
+14
457
$4K ﹤0.01%
+52
458
$4K ﹤0.01%
22
-23
459
$4K ﹤0.01%
+101
460
– –
0
461
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150
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462
$4K ﹤0.01%
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463
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208
464
$3K ﹤0.01%
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465
– –
0
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180
467
$3K ﹤0.01%
+400
468
$3K ﹤0.01%
+75
469
$3K ﹤0.01%
90
470
$3K ﹤0.01%
15
471
$3K ﹤0.01%
105
472
$3K ﹤0.01%
+175
473
$3K ﹤0.01%
30
474
$3K ﹤0.01%
158
-159
475
$3K ﹤0.01%
+519
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