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
851
$4K ﹤0.01%
156
+1
852
$4K ﹤0.01%
595
+250
853
$4K ﹤0.01%
115
854
$4K ﹤0.01%
170
855
$4K ﹤0.01%
50
856
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204
-30
857
$4K ﹤0.01%
+440
858
$4K ﹤0.01%
35
859
$4K ﹤0.01%
653
860
$4K ﹤0.01%
58
861
$4K ﹤0.01%
25
862
$4K ﹤0.01%
400
863
$4K ﹤0.01%
50
-647
864
$3K ﹤0.01%
14
865
$3K ﹤0.01%
21
866
$3K ﹤0.01%
120
867
$3K ﹤0.01%
358
+36
868
$3K ﹤0.01%
43
869
$3K ﹤0.01%
+13
870
$3K ﹤0.01%
19
871
$3K ﹤0.01%
25
872
$3K ﹤0.01%
269
873
$3K ﹤0.01%
300
874
$3K ﹤0.01%
144
875
$3K ﹤0.01%
46
33 34
35
36 37