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
301
$130K 0.02%
2,606
+1,002
302
$129K 0.02%
1,608
303
$127K 0.02%
936
304
$125K 0.02%
5,658
-96
305
$125K 0.02%
2,032
306
$119K 0.02%
2,502
307
$119K 0.02%
16,403
+258
308
$118K 0.02%
3,230
309
$118K 0.02%
1,657
+475
310
$117K 0.02%
813
311
$114K 0.02%
1,791
312
$113K 0.02%
9,353
313
$113K 0.02%
1,428
314
$112K 0.01%
682
315
$112K 0.01%
1,625
+150
316
$111K 0.01%
2,550
317
$109K 0.01%
1,265
318
$108K 0.01%
1,271
319
$108K 0.01%
4,581
-2,289
320
$104K 0.01%
9,425
321
$102K 0.01%
4,639
322
$101K 0.01%
1,245
+75
323
$100K 0.01%
1,026
324
$98K 0.01%
4,038
-772
325
$97K 0.01%
41,718
-8,477
11 12
13
14 15