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
426
$43K 0.01%
903
427
$43K 0.01%
1,628
+1,320
428
$43K 0.01%
740
429
$43K 0.01%
2,229
+930
430
$43K 0.01%
204
431
$43K 0.01%
266
+30
432
$42K 0.01%
302
-25
433
$42K 0.01%
1,001
434
$42K 0.01%
969
435
$42K 0.01%
1,545
+845
436
$41K 0.01%
145
437
$41K 0.01%
564
-781
438
$41K 0.01%
700
439
$41K 0.01%
385
440
$41K 0.01%
258
441
$40K 0.01%
787
442
$40K 0.01%
1,415
443
$40K 0.01%
267
444
$39K 0.01%
145
445
$39K 0.01%
217
446
$39K 0.01%
125
-50
447
$39K 0.01%
646
-37
448
$39K 0.01%
493
449
$38K 0.01%
1,308
450
$38K 0.01%
640
+400
16 17
18
19 20