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
551
– –
0
552
$1K ﹤0.01%
200
553
$1K ﹤0.01%
+200
554
$1K ﹤0.01%
25
555
$1K ﹤0.01%
15
556
$1K ﹤0.01%
5
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
– –
-90
568
– –
-150
569
– –
-60
570
– –
-100
571
– –
-6
572
– –
-316
573
– –
-750
574
$0 ﹤0.01%
15
575
– –
-300
21 22
23
24 25