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
$752M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,177
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.52M
3
+$2.42M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$1.81M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.73M

Top Sells

1
+$13M
2
+$9.85M
3
+$8.78M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.81M

Sector Composition

1 Technology 8.6%
2 Financials 5.45%
3 Healthcare 5.04%
4 Consumer Discretionary 3.9%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$260K 0.03%
8,045
+112
227
$257K 0.03%
4,584
-123
228
$253K 0.03%
3,577
229
$252K 0.03%
8,299
230
$243K 0.03%
1,516
231
$238K 0.03%
2,928
232
$236K 0.03%
19,393
-6,000
233
$235K 0.03%
1,086
234
$234K 0.03%
2,500
235
$230K 0.03%
2,315
-123
236
$227K 0.03%
57
237
$227K 0.03%
10,000
-6,100
238
$226K 0.03%
1,012
-425
239
$221K 0.03%
389
240
$218K 0.03%
653
241
$211K 0.03%
1,423
-565
242
$211K 0.03%
19,466
-2,142
243
$209K 0.03%
747
244
$205K 0.03%
7,677
245
$205K 0.03%
3,936
246
$205K 0.03%
5,085
+4
247
$200K 0.03%
11,402
-800
248
$198K 0.03%
2,730
+1,355
249
$198K 0.03%
1,057
250
$196K 0.03%
12,790
+571
8 9
10
11 12