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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 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
626
-450
627
-13
628
-250
629
$0 ﹤0.01%
2
630
-378
631
-275
632
-262
633
-1,000
634
$0 ﹤0.01%
+50
635
-100
636
$0 ﹤0.01%
1
637
-47
638
-15
639
$0 ﹤0.01%
1
640
-1,000