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
676
$12K ﹤0.01%
75
677
$12K ﹤0.01%
800
678
$12K ﹤0.01%
141
679
$12K ﹤0.01%
+140
680
$12K ﹤0.01%
101
681
$12K ﹤0.01%
157
682
$11K ﹤0.01%
1,790
683
$11K ﹤0.01%
97
684
$11K ﹤0.01%
210
-125
685
$11K ﹤0.01%
1,106
686
$11K ﹤0.01%
125
687
$11K ﹤0.01%
225
688
$11K ﹤0.01%
+578
689
$11K ﹤0.01%
722
690
$11K ﹤0.01%
244
691
$11K ﹤0.01%
1,600
692
$11K ﹤0.01%
268
693
$11K ﹤0.01%
383
+283
694
$11K ﹤0.01%
1,090
+550
695
$11K ﹤0.01%
264
696
$11K ﹤0.01%
600
697
$11K ﹤0.01%
166
698
$11K ﹤0.01%
5,000
699
$10K ﹤0.01%
289
-58
700
$10K ﹤0.01%
+108
26 27
28
29 30