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
751
$8K ﹤0.01%
88
+81
752
$8K ﹤0.01%
51
-10
753
$8K ﹤0.01%
+155
754
$8K ﹤0.01%
700
755
$8K ﹤0.01%
109
756
$8K ﹤0.01%
100
757
$8K ﹤0.01%
+184
758
$8K ﹤0.01%
48
759
$8K ﹤0.01%
+167
760
$8K ﹤0.01%
1,000
761
$8K ﹤0.01%
83
762
$7K ﹤0.01%
100
763
$7K ﹤0.01%
111
764
$7K ﹤0.01%
70
765
$7K ﹤0.01%
66
+50
766
$7K ﹤0.01%
125
767
$7K ﹤0.01%
100
768
$7K ﹤0.01%
130
769
$7K ﹤0.01%
100
-50
770
$7K ﹤0.01%
192
771
$7K ﹤0.01%
800
772
$7K ﹤0.01%
400
773
$7K ﹤0.01%
110
774
$7K ﹤0.01%
900
775
$7K ﹤0.01%
1,200
29 30
31
32 33