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
526
$2K ﹤0.01%
+50
527
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528
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190
529
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+715
530
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400
+50
531
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26
532
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630
533
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534
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1,350
535
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536
$1K ﹤0.01%
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537
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538
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540
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12
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541
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545
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546
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– –
0
548
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549
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+100
550
$1K ﹤0.01%
11
-300
20 21
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