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
251
$196K 0.03%
915
252
$193K 0.03%
4,282
+160
253
$192K 0.03%
2,620
254
$191K 0.03%
3,133
-40
255
$190K 0.03%
30,742
-5,456
256
$187K 0.02%
2,666
257
$185K 0.02%
2,110
258
$185K 0.02%
4,227
259
$180K 0.02%
9,870
260
$177K 0.02%
4,989
261
$177K 0.02%
3,500
+1,250
262
$177K 0.02%
16,418
263
$176K 0.02%
2,104
264
$174K 0.02%
10,463
+152
265
$171K 0.02%
2,123
266
$165K 0.02%
5,356
+100
267
$165K 0.02%
5,009
268
$165K 0.02%
1,787
269
$165K 0.02%
161,320
270
$161K 0.02%
2,008
+145
271
$161K 0.02%
5,000
272
$160K 0.02%
18,432
273
$157K 0.02%
+1,535
274
$156K 0.02%
13,752
-2,265
275
$155K 0.02%
5,570
9 10
11
12 13