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
776
$7K ﹤0.01%
66
+50
777
$7K ﹤0.01%
125
778
$7K ﹤0.01%
100
779
$7K ﹤0.01%
130
780
$7K ﹤0.01%
4
-2
781
$7K ﹤0.01%
192
782
$7K ﹤0.01%
100
783
$7K ﹤0.01%
400
784
$7K ﹤0.01%
110
785
$7K ﹤0.01%
1,500
786
$6K ﹤0.01%
256
+2
787
$6K ﹤0.01%
+206
788
$6K ﹤0.01%
+50
789
$6K ﹤0.01%
99
790
$6K ﹤0.01%
+260
791
$6K ﹤0.01%
+90
792
$6K ﹤0.01%
19
-8
793
$6K ﹤0.01%
132
794
$6K ﹤0.01%
1,000
795
$6K ﹤0.01%
210
796
$6K ﹤0.01%
66
797
$6K ﹤0.01%
200
798
$6K ﹤0.01%
53
799
$6K ﹤0.01%
36
800
$6K ﹤0.01%
750
30 31
32
33 34