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
376
$64K 0.01%
450
377
$63K 0.01%
175
+30
378
$62K 0.01%
525
379
$61K 0.01%
1,698
380
$61K 0.01%
5,924
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381
$61K 0.01%
2,371
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382
$60K 0.01%
1,400
383
$59K 0.01%
6,216
384
$59K 0.01%
1,038
385
$58K 0.01%
211
-6
386
$58K 0.01%
1,240
387
$58K 0.01%
2,050
388
$57K 0.01%
980
389
$57K 0.01%
888
390
$56K 0.01%
209
391
$56K 0.01%
1,015
392
$56K 0.01%
1,280
393
$56K 0.01%
481
394
$56K 0.01%
433
395
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396
$54K 0.01%
200
397
$54K 0.01%
1,833
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398
$53K 0.01%
927
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399
$50K 0.01%
1,574
400
$50K 0.01%
391
+1
14 15
16
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