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
726
$9K ﹤0.01%
175
727
$9K ﹤0.01%
4,946
728
$9K ﹤0.01%
+110
729
$9K ﹤0.01%
+834
730
$9K ﹤0.01%
100
731
$9K ﹤0.01%
900
732
$9K ﹤0.01%
335
733
$9K ﹤0.01%
200
734
$9K ﹤0.01%
114
735
$9K ﹤0.01%
318
736
$9K ﹤0.01%
+35
737
$9K ﹤0.01%
69
738
$9K ﹤0.01%
300
739
$8K ﹤0.01%
485
740
$8K ﹤0.01%
100
741
$8K ﹤0.01%
+127
742
$8K ﹤0.01%
700
743
$8K ﹤0.01%
51
-10
744
$8K ﹤0.01%
+155
745
$8K ﹤0.01%
700
746
$8K ﹤0.01%
109
747
$8K ﹤0.01%
100
748
$8K ﹤0.01%
+184
749
$8K ﹤0.01%
48
750
$8K ﹤0.01%
+167
28 29
30
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