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
126
$204K 0.08%
2,634
127
$199K 0.07%
170
128
$193K 0.07%
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129
$192K 0.07%
1,125
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130
$192K 0.07%
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131
$192K 0.07%
+4,400
132
$190K 0.07%
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133
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134
$188K 0.07%
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-60
135
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2,053
136
$176K 0.07%
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137
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138
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139
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140
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141
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142
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143
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144
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145
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146
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147
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5,412
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148
$148K 0.06%
+1,355
149
$147K 0.06%
1,228
+219
150
$147K 0.06%
1,080
-53
4 5
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