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
+$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%
192
777
$7K ﹤0.01%
100
778
$7K ﹤0.01%
800
779
$7K ﹤0.01%
400
780
$7K ﹤0.01%
110
781
$7K ﹤0.01%
1,200
782
$7K ﹤0.01%
42
-13
783
$7K ﹤0.01%
60
784
$7K ﹤0.01%
100
785
$7K ﹤0.01%
1,500
786
$6K ﹤0.01%
36
787
$6K ﹤0.01%
750
788
$6K ﹤0.01%
80
789
$6K ﹤0.01%
256
+2
790
$6K ﹤0.01%
53
791
$6K ﹤0.01%
+206
792
$6K ﹤0.01%
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793
$6K ﹤0.01%
99
794
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795
$6K ﹤0.01%
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796
$6K ﹤0.01%
19
-8
797
$6K ﹤0.01%
132
798
$6K ﹤0.01%
1,000
799
$6K ﹤0.01%
210
800
$6K ﹤0.01%
66
30 31
32
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