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
26
$5.09M 0.68%
53,186
+3,386
27
$5.07M 0.67%
44,860
-465
28
$4.99M 0.66%
257,606
+7,772
29
$4.64M 0.62%
100,738
-51,584
30
$4.61M 0.61%
44,068
+910
31
$4.54M 0.6%
33,562
+12,780
32
$4.26M 0.57%
235,468
33
$4.1M 0.55%
13,553
+631
34
$3.84M 0.51%
7,576
-172
35
$3.78M 0.5%
52,221
-10,000
36
$3.72M 0.49%
92,894
+2,618
37
$3.6M 0.48%
13,053
-83
38
$3.57M 0.47%
24,042
+1,346
39
$3.5M 0.47%
16,642
-365
40
$3.36M 0.45%
24,794
+6,963
41
$3.35M 0.45%
68,083
-6,229
42
$3.29M 0.44%
9,673
+20
43
$3.26M 0.43%
143,175
+79,702
44
$3.23M 0.43%
27,193
+904
45
$3.21M 0.43%
39,553
+10,694
46
$3.17M 0.42%
11,954
+1,832
47
$3.06M 0.41%
17,562
+1,082
48
$3M 0.4%
32,086
-145
49
$2.99M 0.4%
68,329
-1,179
50
$2.97M 0.4%
15,827
-54
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2
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