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
601
$17K ﹤0.01%
138
602
$17K ﹤0.01%
259
603
$17K ﹤0.01%
700
604
$17K ﹤0.01%
+155
605
$17K ﹤0.01%
+690
606
$17K ﹤0.01%
339
-61
607
$17K ﹤0.01%
+81
608
$17K ﹤0.01%
1,600
609
$17K ﹤0.01%
1,010
610
$17K ﹤0.01%
263
611
$17K ﹤0.01%
2,755
612
$16K ﹤0.01%
450
613
$16K ﹤0.01%
114
614
$16K ﹤0.01%
142
615
$16K ﹤0.01%
374
-74
616
$16K ﹤0.01%
562
617
$16K ﹤0.01%
200
618
$16K ﹤0.01%
1,000
619
$16K ﹤0.01%
602
+1
620
$15K ﹤0.01%
856
621
$15K ﹤0.01%
+284
622
$15K ﹤0.01%
202
-120
623
$15K ﹤0.01%
+621
624
$15K ﹤0.01%
490
625
$15K ﹤0.01%
38
+23
23 24
25
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