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
326
$97K 0.01%
12,285
327
$97K 0.01%
5,566
+2,566
328
$96K 0.01%
865
329
$96K 0.01%
494
+1
330
$95K 0.01%
1,090
331
$95K 0.01%
28,986
-4,975
332
$93K 0.01%
3,000
-204
333
$93K 0.01%
871
334
$91K 0.01%
276
335
$90K 0.01%
1,975
+141
336
$89K 0.01%
993
+675
337
$87K 0.01%
2,835
338
$85K 0.01%
10,050
339
$84K 0.01%
1,261
340
$84K 0.01%
29,404
341
$83K 0.01%
2,268
+180
342
$82K 0.01%
1,671
343
$81K 0.01%
1,267
344
$81K 0.01%
1,350
345
$81K 0.01%
2,220
-80
346
$81K 0.01%
999
347
$80K 0.01%
1,950
348
$79K 0.01%
7,890
+2,000
349
$77K 0.01%
3,275
350
$77K 0.01%
3,235
-25
12 13
14
15 16