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
276
$154K 0.02%
2,461
-549
277
$154K 0.02%
1,079
278
$151K 0.02%
5,148
-100
279
$151K 0.02%
3,921
-60
280
$151K 0.02%
1,345
281
$150K 0.02%
523
+15
282
$149K 0.02%
10,588
+2,974
283
$147K 0.02%
3,350
284
$147K 0.02%
1,643
285
$146K 0.02%
2,362
+30
286
$145K 0.02%
1,172
287
$145K 0.02%
12,612
+124
288
$143K 0.02%
5,389
+300
289
$141K 0.02%
1,646
290
$141K 0.02%
2,760
-37
291
$140K 0.02%
1,320
292
$137K 0.02%
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293
$135K 0.02%
7,156
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294
$134K 0.02%
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+60
295
$133K 0.02%
1,300
296
$133K 0.02%
10,000
297
$132K 0.02%
2,460
298
$132K 0.02%
70,000
299
$132K 0.02%
2,320
300
$131K 0.02%
28,213
+117
10 11
12
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