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 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
626
-800
627
0
628
-400
629
-100
630
-100
631
-1,000
632
$0 ﹤0.01%
+50
633
-100
634
$0 ﹤0.01%
1
635
-47
636
-15
637
$0 ﹤0.01%
1
638
-1,000
639
-378
640
-275