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
576
$20K ﹤0.01%
1,564
577
$19K ﹤0.01%
1,000
578
$19K ﹤0.01%
125
579
$19K ﹤0.01%
71
+51
580
$19K ﹤0.01%
82
581
$19K ﹤0.01%
+267
582
$19K ﹤0.01%
600
583
$19K ﹤0.01%
150
584
$19K ﹤0.01%
635
-91
585
$19K ﹤0.01%
343
+250
586
$19K ﹤0.01%
60
+35
587
$19K ﹤0.01%
2,735
-2,590
588
$19K ﹤0.01%
267
589
$19K ﹤0.01%
350
+250
590
$19K ﹤0.01%
+562
591
$19K ﹤0.01%
195
+2
592
$18K ﹤0.01%
+125
593
$18K ﹤0.01%
559
+7
594
$18K ﹤0.01%
+400
595
$18K ﹤0.01%
1,100
596
$18K ﹤0.01%
10,000
597
$18K ﹤0.01%
30
598
$18K ﹤0.01%
390
599
$17K ﹤0.01%
+155
600
$17K ﹤0.01%
+690
22 23
24
25 26