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
501
$28K ﹤0.01%
1,373
-937
502
$28K ﹤0.01%
999
503
$28K ﹤0.01%
132
504
$28K ﹤0.01%
281
+1
505
$28K ﹤0.01%
136
-15
506
$28K ﹤0.01%
889
+4
507
$28K ﹤0.01%
5,000
508
$27K ﹤0.01%
400
509
$27K ﹤0.01%
3,877
510
$27K ﹤0.01%
+213
511
$27K ﹤0.01%
442
512
$27K ﹤0.01%
+310
513
$27K ﹤0.01%
1,004
+9
514
$27K ﹤0.01%
623
515
$27K ﹤0.01%
442
516
$27K ﹤0.01%
340
517
$27K ﹤0.01%
1,750
518
$26K ﹤0.01%
665
-19,429
519
$26K ﹤0.01%
2,280
+63
520
$26K ﹤0.01%
+196
521
$26K ﹤0.01%
3,139
522
$26K ﹤0.01%
238
523
$26K ﹤0.01%
1,000
524
$25K ﹤0.01%
390
+223
525
$25K ﹤0.01%
1,025
19 20
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