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
551
$22K ﹤0.01%
1,071
552
$22K ﹤0.01%
560
553
$22K ﹤0.01%
+512
554
$22K ﹤0.01%
390
555
$22K ﹤0.01%
884
556
$22K ﹤0.01%
450
557
$21K ﹤0.01%
370
+1
558
$21K ﹤0.01%
1,222
559
$21K ﹤0.01%
+234
560
$21K ﹤0.01%
533
561
$21K ﹤0.01%
127
562
$21K ﹤0.01%
750
563
$21K ﹤0.01%
124
564
$21K ﹤0.01%
258
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%
39
-3
570
$20K ﹤0.01%
2,346
571
$20K ﹤0.01%
450
572
$20K ﹤0.01%
140
573
$20K ﹤0.01%
+267
574
$20K ﹤0.01%
435
575
$20K ﹤0.01%
3,500
21 22
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