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
201
$77K 0.03%
306
202
$77K 0.03%
744
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203
$76K 0.03%
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204
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205
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206
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207
$75K 0.03%
1,150
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208
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1,438
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209
$72K 0.03%
488
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210
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211
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212
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215
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216
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1,308
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218
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219
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220
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221
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539
222
$66K 0.02%
2,179
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223
$66K 0.02%
388
-243
224
$65K 0.02%
1,271
-2,575
225
$65K 0.02%
+444
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