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
51
$1M 0.38%
4,404
-146
52
$985K 0.37%
11,225
-29
53
$982K 0.37%
22,191
+661
54
$929K 0.35%
24,470
+4,695
55
$925K 0.35%
6,036
+281
56
$917K 0.34%
9,571
+663
57
$868K 0.33%
11,238
+38
58
$866K 0.33%
9,104
+8,008
59
$860K 0.32%
39,234
+4,834
60
$857K 0.32%
25,466
+261
61
$825K 0.31%
6,021
+23
62
$818K 0.31%
11,173
+298
63
$811K 0.3%
13,678
+1,028
64
$805K 0.3%
16,675
+2,700
65
$784K 0.29%
3,932
+1,348
66
$770K 0.29%
15,320
-150
67
$766K 0.29%
7,300
68
$757K 0.28%
32,806
-25,000
69
$753K 0.28%
5,535
-490
70
$744K 0.28%
5,028
+733
71
$740K 0.28%
6,764
+1,168
72
$731K 0.27%
9,234
-564
73
$719K 0.27%
17,877
+2,347
74
$693K 0.26%
9,580
+1,700
75
$690K 0.26%
9,242
+2,089
1 2
3
4 5