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
851
$4K ﹤0.01%
100
852
$4K ﹤0.01%
92
853
$4K ﹤0.01%
300
854
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156
+1
855
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595
+250
856
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115
857
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170
858
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50
859
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204
-30
860
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+440
861
$4K ﹤0.01%
35
862
$4K ﹤0.01%
653
863
$4K ﹤0.01%
58
864
$3K ﹤0.01%
43
865
$3K ﹤0.01%
+13
866
$3K ﹤0.01%
19
867
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25
868
$3K ﹤0.01%
269
869
$3K ﹤0.01%
300
870
$3K ﹤0.01%
144
871
$3K ﹤0.01%
46
872
$3K ﹤0.01%
60
873
$3K ﹤0.01%
100
874
$3K ﹤0.01%
15
875
$3K ﹤0.01%
+35
33 34
35
36 37