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
551
$1K ﹤0.01%
+19
552
– –
0
553
$1K ﹤0.01%
33
554
$1K ﹤0.01%
+100
555
$1K ﹤0.01%
11
-300
556
– –
0
557
$1K ﹤0.01%
18
558
$1K ﹤0.01%
20
-269
559
$1K ﹤0.01%
31
560
$1K ﹤0.01%
+20
561
$1K ﹤0.01%
+100
562
$1K ﹤0.01%
+38
563
$1K ﹤0.01%
68
564
$1K ﹤0.01%
30
-30
565
$1K ﹤0.01%
13
566
$1K ﹤0.01%
+100
567
– –
-250
568
– –
-600
569
$0 ﹤0.01%
+18
570
– –
-800
571
– –
0
572
– –
-400
573
– –
-100
574
– –
-57
575
– –
-9
21 22
23
24 25