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
526
$25K ﹤0.01%
377
527
$25K ﹤0.01%
600
528
$25K ﹤0.01%
328
529
$25K ﹤0.01%
983
530
$24K ﹤0.01%
230
531
$24K ﹤0.01%
5,960
532
$24K ﹤0.01%
724
533
$24K ﹤0.01%
639
-50
534
$24K ﹤0.01%
101
535
$24K ﹤0.01%
265
536
$24K ﹤0.01%
+1,900
537
$23K ﹤0.01%
1,500
538
$23K ﹤0.01%
4,064
539
$23K ﹤0.01%
464
+1
540
$23K ﹤0.01%
+55
541
$23K ﹤0.01%
123
542
$23K ﹤0.01%
151
543
$23K ﹤0.01%
376
+15
544
$23K ﹤0.01%
56
+26
545
$23K ﹤0.01%
382
546
$22K ﹤0.01%
884
547
$22K ﹤0.01%
450
548
$22K ﹤0.01%
123
549
$22K ﹤0.01%
109
550
$22K ﹤0.01%
+355
20 21
22
23 24