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
126
$204K 0.08%
2,634
127
$199K 0.07%
170
128
$193K 0.07%
+3,103
129
$192K 0.07%
1,125
+55
130
$192K 0.07%
60,500
+60,000
131
$192K 0.07%
+4,400
132
$190K 0.07%
3,071
+2,546
133
$189K 0.07%
1,817
+35
134
$188K 0.07%
1,462
-60
135
$177K 0.07%
2,053
136
$176K 0.07%
1,572
-350
137
$171K 0.06%
2,690
-1,010
138
$170K 0.06%
+1,550
139
$168K 0.06%
6,558
-2,221
140
$164K 0.06%
4,594
141
$161K 0.06%
3,820
-200
142
$157K 0.06%
5,002
143
$156K 0.06%
852
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144
$154K 0.06%
+4,805
145
$154K 0.06%
+2,219
146
$152K 0.06%
2,251
-410
147
$149K 0.06%
5,412
+74
148
$148K 0.06%
+1,355
149
$147K 0.06%
1,228
+219
150
$147K 0.06%
1,080
-53