BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
-5.62%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$752M
AUM Growth
-$60.2M
(-7.4%)
Cap. Flow
-$9.13M
Cap. Flow
% of AUM
-1.21%
Top 10 Holdings %
Top 10 Hldgs %
38.46%
Holding
1,177
New
73
Increased
186
Reduced
185
Closed
100
Top Buys
| 1 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$11.4M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.52M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.42M |
| 4 |
Blackstone Secured Lending
BXSL
|
+$1.81M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.73M |
Top Sells
Sector Composition
| 1 | Technology | 8.6% |
| 2 | Financials | 5.45% |
| 3 | Healthcare | 5.04% |
| 4 | Consumer Discretionary | 3.9% |
| 5 | Industrials | 3.06% |
