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
76
$676K 0.25%
7,776
+2,758
77
$666K 0.25%
8,834
+3,772
78
$638K 0.24%
34,233
+2,808
79
$607K 0.23%
3,789
+939
80
$576K 0.22%
1,758
+1,058
81
$556K 0.21%
11,619
-625
82
$544K 0.2%
+4,271
83
$523K 0.2%
3,562
+863
84
$520K 0.2%
+20,423
85
$507K 0.19%
5,701
-374
86
$496K 0.19%
7,574
+1,524
87
$490K 0.18%
14,277
+3,302
88
$469K 0.18%
+5,836
89
$448K 0.17%
2,660
+889
90
$442K 0.17%
3,256
+442
91
$441K 0.17%
3,445
+862
92
$432K 0.16%
4,338
93
$419K 0.16%
2,353
+173
94
$414K 0.16%
7,557
+6,657
95
$410K 0.15%
15,237
+9,916
96
$400K 0.15%
5,043
-1,429
97
$396K 0.15%
6,050
-150
98
$389K 0.15%
2,868
+153
99
$384K 0.14%
+7,396
100
$376K 0.14%
4,495
-1,037
2 3
4
5 6