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
626
$15K ﹤0.01%
605
627
$15K ﹤0.01%
109
628
$15K ﹤0.01%
206
-45
629
$15K ﹤0.01%
+249
630
$15K ﹤0.01%
+138
631
$15K ﹤0.01%
431
632
$15K ﹤0.01%
+221
633
$15K ﹤0.01%
350
634
$15K ﹤0.01%
440
635
$14K ﹤0.01%
279
636
$14K ﹤0.01%
330
637
$14K ﹤0.01%
+235
638
$14K ﹤0.01%
1,194
639
$14K ﹤0.01%
300
640
$14K ﹤0.01%
520
641
$14K ﹤0.01%
+201
642
$14K ﹤0.01%
133
-65
643
$14K ﹤0.01%
550
644
$14K ﹤0.01%
925
645
$14K ﹤0.01%
540
-1,005
646
$14K ﹤0.01%
164
647
$14K ﹤0.01%
94
-60
648
$14K ﹤0.01%
101
649
$14K ﹤0.01%
550
650
$14K ﹤0.01%
243
24 25
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