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
101
$371K 0.14%
5,079
102
$361K 0.14%
+5,254
103
$338K 0.13%
5,941
-750
104
$330K 0.12%
8,952
+4,721
105
$329K 0.12%
11,700
106
$315K 0.12%
4,540
+700
107
$298K 0.11%
7,905
+6,280
108
$297K 0.11%
1,856
-650
109
$284K 0.11%
3,768
-703
110
$271K 0.1%
2,679
+171
111
$258K 0.1%
4,974
+2,207
112
$257K 0.1%
+2,218
113
$253K 0.1%
6,200
+1,872
114
$251K 0.09%
5,475
-5,778
115
$246K 0.09%
3,390
+90
116
$246K 0.09%
1,600
+225
117
$244K 0.09%
2,457
+1,008
118
$223K 0.08%
4,259
+862
119
$221K 0.08%
+6,463
120
$218K 0.08%
+2,610
121
$218K 0.08%
+1,540
122
$215K 0.08%
3,400
+411
123
$215K 0.08%
4,709
+3,204
124
$213K 0.08%
2,218
-215
125
$209K 0.08%
+1,610
3 4
5
6 7