We are live on ! Find out more
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
+$14.2M
2
+$8.57M
3
+$6.08M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$5.55M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.43M

Top Sells

1
+$2.03M
2
+$1.36M
3
+$614K
4
LION
Fidelity Southern Corporation
LION
+$587K
5
CELG
Celgene Corp
CELG
+$579K

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
476
$3K ﹤0.01%
90
477
$3K ﹤0.01%
3
478
$3K ﹤0.01%
30
479
$3K ﹤0.01%
158
-159
480
$3K ﹤0.01%
105
481
$3K ﹤0.01%
+175
482
$3K ﹤0.01%
+173
483
$3K ﹤0.01%
100
-150
484
$3K ﹤0.01%
+369
485
$3K ﹤0.01%
+200
486
$3K ﹤0.01%
+40
487
$3K ﹤0.01%
100
-50
488
$3K ﹤0.01%
+150
489
$3K ﹤0.01%
50
-550
490
$3K ﹤0.01%
50
491
$3K ﹤0.01%
200
-100
492
$3K ﹤0.01%
+158
493
$3K ﹤0.01%
173
494
$3K ﹤0.01%
22
-12
495
$3K ﹤0.01%
235
496
$3K ﹤0.01%
200
497
$3K ﹤0.01%
+86
498
$3K ﹤0.01%
40
499
$2K ﹤0.01%
43
500
$2K ﹤0.01%
40
18 19
20
21 22