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
651
$14K ﹤0.01%
+103
652
$14K ﹤0.01%
+2,293
653
$14K ﹤0.01%
525
654
$14K ﹤0.01%
51
655
$13K ﹤0.01%
+117
656
$13K ﹤0.01%
1,000
-89
657
$13K ﹤0.01%
166
658
$13K ﹤0.01%
300
659
$13K ﹤0.01%
1,158
660
$13K ﹤0.01%
1,408
+200
661
$13K ﹤0.01%
223
662
$13K ﹤0.01%
4,378
663
$13K ﹤0.01%
+40
664
$13K ﹤0.01%
300
665
$13K ﹤0.01%
120
666
$13K ﹤0.01%
338
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%
353
672
$12K ﹤0.01%
75
673
$12K ﹤0.01%
800
674
$12K ﹤0.01%
141
675
$12K ﹤0.01%
+140
25 26
27
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