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
26
$1.82M 0.68%
23,651
+4,309
27
$1.78M 0.67%
24,961
+547
28
$1.74M 0.65%
17,188
+3,858
29
$1.71M 0.64%
8,261
-320
30
$1.59M 0.6%
40,992
+23,984
31
$1.58M 0.6%
53,460
+1,515
32
$1.58M 0.59%
11,372
+651
33
$1.56M 0.59%
26,694
+15,887
34
$1.56M 0.58%
13,657
+2,246
35
$1.47M 0.55%
10,785
+270
36
$1.42M 0.53%
10,585
-169
37
$1.32M 0.5%
7,558
+249
38
$1.3M 0.49%
4,616
+1
39
$1.24M 0.47%
17,921
+2,083
40
$1.24M 0.46%
26,010
+1,232
41
$1.22M 0.46%
13,127
+220
42
$1.17M 0.44%
12,312
+309
43
$1.17M 0.44%
15,461
+2,053
44
$1.13M 0.42%
13,241
+856
45
$1.12M 0.42%
13,131
+806
46
$1.1M 0.41%
12,701
+349
47
$1.06M 0.4%
35,432
+3,387
48
$1.06M 0.4%
20,500
+960
49
$1.03M 0.39%
7,333
+874
50
$1.02M 0.38%
16,445
+950
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