We are live on ! Find out more
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
801
$6K ﹤0.01%
256
+2
802
$5K ﹤0.01%
25
803
$5K ﹤0.01%
69
804
$5K ﹤0.01%
300
-51
805
$5K ﹤0.01%
150
806
$5K ﹤0.01%
200
807
$5K ﹤0.01%
50
808
$5K ﹤0.01%
95
-150
809
$5K ﹤0.01%
+18
810
$5K ﹤0.01%
700
811
$5K ﹤0.01%
500
812
$5K ﹤0.01%
250
813
$5K ﹤0.01%
124
814
$5K ﹤0.01%
1,000
815
$5K ﹤0.01%
+65
816
$5K ﹤0.01%
39
817
$5K ﹤0.01%
32
818
$5K ﹤0.01%
139
819
$5K ﹤0.01%
100
-25
820
$5K ﹤0.01%
103
821
$5K ﹤0.01%
1,258
822
$5K ﹤0.01%
78
823
$5K ﹤0.01%
285
824
$5K ﹤0.01%
300
825
$5K ﹤0.01%
300
31 32
33
34 35