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
826
$5K ﹤0.01%
1,258
827
$5K ﹤0.01%
78
828
$5K ﹤0.01%
285
829
$5K ﹤0.01%
5
830
$4K ﹤0.01%
+123
831
$4K ﹤0.01%
37
832
$4K ﹤0.01%
108
833
$4K ﹤0.01%
2
834
$4K ﹤0.01%
25
835
$4K ﹤0.01%
400
836
$4K ﹤0.01%
50
-647
837
$4K ﹤0.01%
110
838
$4K ﹤0.01%
35
-28
839
$4K ﹤0.01%
150
840
$4K ﹤0.01%
205
841
$4K ﹤0.01%
138
842
$4K ﹤0.01%
149
843
$4K ﹤0.01%
+548
844
$4K ﹤0.01%
225
845
$4K ﹤0.01%
25
846
$4K ﹤0.01%
62
847
$4K ﹤0.01%
+183
848
$4K ﹤0.01%
86
849
$4K ﹤0.01%
29
850
$4K ﹤0.01%
75
32 33
34
35 36