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%
20
803
$5K ﹤0.01%
25
804
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69
805
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300
-51
806
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807
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808
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50
809
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300
810
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300
811
$5K ﹤0.01%
207
812
$5K ﹤0.01%
75
813
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95
-150
814
$5K ﹤0.01%
+18
815
$5K ﹤0.01%
700
816
$5K ﹤0.01%
500
817
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250
818
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819
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1,000
820
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+65
821
$5K ﹤0.01%
39
822
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32
823
$5K ﹤0.01%
139
824
$5K ﹤0.01%
100
-25
825
$5K ﹤0.01%
103
31 32
33
34 35