BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$12.5M
2
+$6.15M
3
+$2.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.9M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$1.9M

Top Sells

1
+$13.1M
2
+$11M
3
+$8.96M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.26M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.88M

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