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
51
$2.94M 0.39%
20,494
-2,181
52
$2.9M 0.39%
112,515
+4,848
53
$2.89M 0.38%
137,885
-22,683
54
$2.88M 0.38%
50,481
-6,969
55
$2.88M 0.38%
17,601
-111
56
$2.84M 0.38%
12,402
-621
57
$2.71M 0.36%
70,466
+11,736
58
$2.71M 0.36%
62,646
+897
59
$2.7M 0.36%
18,759
+50
60
$2.66M 0.35%
21,082
-506
61
$2.59M 0.34%
9,105
-107
62
$2.58M 0.34%
27,346
+2,335
63
$2.58M 0.34%
15,088
-1,119
64
$2.57M 0.34%
67,568
+11,198
65
$2.53M 0.34%
9,480
+89
66
$2.51M 0.33%
9,963
-103
67
$2.43M 0.32%
76,592
-3,662
68
$2.35M 0.31%
24,366
+83
69
$2.31M 0.31%
92,636
+3,026
70
$2.26M 0.3%
47,847
+1,949
71
$2.24M 0.3%
74,271
+1,296
72
$2.23M 0.3%
14,549
-46
73
$2.23M 0.3%
23,330
+308
74
$2.22M 0.29%
23,080
+560
75
$2.2M 0.29%
121,435
+239
1 2
3
4 5