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
451
$38K 0.01%
100
-3
452
$38K 0.01%
297
453
$38K 0.01%
4,294
454
$37K ﹤0.01%
414
+129
455
$37K ﹤0.01%
166
456
$37K ﹤0.01%
792
+3
457
$37K ﹤0.01%
218
+1
458
$36K ﹤0.01%
2,200
+1,000
459
$36K ﹤0.01%
1,395
460
$36K ﹤0.01%
395
461
$36K ﹤0.01%
820
462
$36K ﹤0.01%
664
+1
463
$35K ﹤0.01%
300
-17
464
$35K ﹤0.01%
635
+200
465
$35K ﹤0.01%
159
466
$35K ﹤0.01%
163
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467
$35K ﹤0.01%
586
468
$35K ﹤0.01%
48,751
469
$35K ﹤0.01%
884
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470
$35K ﹤0.01%
875
+100
471
$34K ﹤0.01%
193
472
$34K ﹤0.01%
226
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473
$34K ﹤0.01%
1,840
474
$34K ﹤0.01%
1,098
475
$34K ﹤0.01%
567
+405
17 18
19
20 21