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
551
$22K ﹤0.01%
883
552
$22K ﹤0.01%
1,095
+911
553
$22K ﹤0.01%
1,071
554
$22K ﹤0.01%
560
555
$22K ﹤0.01%
+512
556
$22K ﹤0.01%
390
557
$21K ﹤0.01%
+234
558
$21K ﹤0.01%
127
559
$21K ﹤0.01%
750
560
$21K ﹤0.01%
124
561
$21K ﹤0.01%
258
562
$21K ﹤0.01%
1,222
563
$21K ﹤0.01%
533
564
$21K ﹤0.01%
370
+1
565
$21K ﹤0.01%
630
566
$21K ﹤0.01%
746
-548
567
$21K ﹤0.01%
883
568
$21K ﹤0.01%
570
569
$20K ﹤0.01%
450
570
$20K ﹤0.01%
140
571
$20K ﹤0.01%
+267
572
$20K ﹤0.01%
435
573
$20K ﹤0.01%
3,500
574
$20K ﹤0.01%
892
575
$20K ﹤0.01%
39
-3
21 22
23
24 25