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
351
$77K 0.01%
475
+2
352
$77K 0.01%
5,445
+9
353
$77K 0.01%
700
354
$76K 0.01%
6,437
-55
355
$75K 0.01%
2,015
-1,051
356
$75K 0.01%
4,361
+63
357
$75K 0.01%
1,363
-60
358
$74K 0.01%
135
359
$74K 0.01%
1,450
360
$73K 0.01%
620
-22
361
$73K 0.01%
597
362
$72K 0.01%
1,438
363
$72K 0.01%
1,640
364
$72K 0.01%
1,060
365
$72K 0.01%
420
366
$71K 0.01%
403
367
$71K 0.01%
177
+70
368
$69K 0.01%
8,334
369
$68K 0.01%
585
+95
370
$66K 0.01%
297
371
$66K 0.01%
274
372
$65K 0.01%
5,535
373
$65K 0.01%
6,082
374
$65K 0.01%
1,600
+350
375
$64K 0.01%
640
13 14
15
16 17