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
776
$7K ﹤0.01%
+80
777
$7K ﹤0.01%
275
778
$7K ﹤0.01%
100
779
$7K ﹤0.01%
+90
780
$7K ﹤0.01%
245
781
$7K ﹤0.01%
100
782
$7K ﹤0.01%
1,500
783
$7K ﹤0.01%
111
784
$7K ﹤0.01%
600
785
$7K ﹤0.01%
70
786
$6K ﹤0.01%
53
787
$6K ﹤0.01%
36
788
$6K ﹤0.01%
+206
789
$6K ﹤0.01%
+50
790
$6K ﹤0.01%
99
791
$6K ﹤0.01%
+260
792
$6K ﹤0.01%
+90
793
$6K ﹤0.01%
19
-8
794
$6K ﹤0.01%
132
795
$6K ﹤0.01%
1,000
796
$6K ﹤0.01%
210
797
$6K ﹤0.01%
66
798
$6K ﹤0.01%
200
799
$6K ﹤0.01%
750
800
$6K ﹤0.01%
80
30 31
32
33 34