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
751
$8K ﹤0.01%
700
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%
800
763
$7K ﹤0.01%
900
764
$7K ﹤0.01%
111
765
$7K ﹤0.01%
1,200
766
$7K ﹤0.01%
42
-13
767
$7K ﹤0.01%
60
768
$7K ﹤0.01%
600
769
$7K ﹤0.01%
+80
770
$7K ﹤0.01%
275
771
$7K ﹤0.01%
100
772
$7K ﹤0.01%
+90
773
$7K ﹤0.01%
245
774
$7K ﹤0.01%
100
775
$7K ﹤0.01%
70
29 30
31
32 33