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
651
$14K ﹤0.01%
925
652
$14K ﹤0.01%
540
-1,005
653
$14K ﹤0.01%
164
654
$14K ﹤0.01%
94
-60
655
$13K ﹤0.01%
4,378
656
$13K ﹤0.01%
120
657
$13K ﹤0.01%
338
658
$13K ﹤0.01%
+40
659
$13K ﹤0.01%
300
660
$13K ﹤0.01%
1,000
-89
661
$13K ﹤0.01%
166
662
$13K ﹤0.01%
+117
663
$13K ﹤0.01%
300
664
$13K ﹤0.01%
1,158
665
$13K ﹤0.01%
1,408
+200
666
$13K ﹤0.01%
223
667
$12K ﹤0.01%
1,009
668
$12K ﹤0.01%
+130
669
$12K ﹤0.01%
270
670
$12K ﹤0.01%
90
671
$12K ﹤0.01%
583
672
$12K ﹤0.01%
760
673
$12K ﹤0.01%
800
674
$12K ﹤0.01%
100
675
$12K ﹤0.01%
353
25 26
27
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