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
801
$6K ﹤0.01%
80
802
$5K ﹤0.01%
300
-51
803
$5K ﹤0.01%
150
804
$5K ﹤0.01%
200
805
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50
806
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300
807
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300
808
$5K ﹤0.01%
5
809
$5K ﹤0.01%
+900
810
$5K ﹤0.01%
25
811
$5K ﹤0.01%
69
812
$5K ﹤0.01%
207
813
$5K ﹤0.01%
20
814
$5K ﹤0.01%
75
815
$5K ﹤0.01%
95
-150
816
$5K ﹤0.01%
700
817
$5K ﹤0.01%
500
818
$5K ﹤0.01%
250
819
$5K ﹤0.01%
124
820
$5K ﹤0.01%
1,000
821
$5K ﹤0.01%
+65
822
$5K ﹤0.01%
39
823
$5K ﹤0.01%
32
824
$5K ﹤0.01%
139
825
$5K ﹤0.01%
100
-25
31 32
33
34 35