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
476
$33K ﹤0.01%
270
477
$33K ﹤0.01%
3,500
478
$33K ﹤0.01%
1,600
479
$33K ﹤0.01%
2,725
-187
480
$33K ﹤0.01%
245
481
$32K ﹤0.01%
175
-8
482
$32K ﹤0.01%
458
483
$32K ﹤0.01%
104
484
$31K ﹤0.01%
175
+82
485
$31K ﹤0.01%
126
+66
486
$31K ﹤0.01%
450
487
$31K ﹤0.01%
182
488
$31K ﹤0.01%
1,000
489
$31K ﹤0.01%
500
-50
490
$31K ﹤0.01%
893
491
$31K ﹤0.01%
455
492
$30K ﹤0.01%
2,788
493
$30K ﹤0.01%
2,300
494
$30K ﹤0.01%
500
495
$30K ﹤0.01%
514
+3
496
$30K ﹤0.01%
1,000
497
$29K ﹤0.01%
987
498
$29K ﹤0.01%
64
+51
499
$29K ﹤0.01%
260
500
$29K ﹤0.01%
1,000
18 19
20
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