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
626
$15K ﹤0.01%
+284
627
$15K ﹤0.01%
202
-120
628
$15K ﹤0.01%
+621
629
$15K ﹤0.01%
490
630
$15K ﹤0.01%
38
+23
631
$15K ﹤0.01%
605
632
$15K ﹤0.01%
109
633
$15K ﹤0.01%
206
-45
634
$15K ﹤0.01%
440
635
$14K ﹤0.01%
101
636
$14K ﹤0.01%
550
637
$14K ﹤0.01%
243
638
$14K ﹤0.01%
+103
639
$14K ﹤0.01%
+2,293
640
$14K ﹤0.01%
525
641
$14K ﹤0.01%
51
642
$14K ﹤0.01%
279
643
$14K ﹤0.01%
330
644
$14K ﹤0.01%
+235
645
$14K ﹤0.01%
1,194
646
$14K ﹤0.01%
300
647
$14K ﹤0.01%
520
648
$14K ﹤0.01%
+201
649
$14K ﹤0.01%
133
-65
650
$14K ﹤0.01%
550
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