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
901
$3K ﹤0.01%
10
902
$3K ﹤0.01%
+50
903
$3K ﹤0.01%
24
904
$3K ﹤0.01%
52
905
$3K ﹤0.01%
145
906
$3K ﹤0.01%
2,200
907
$2K ﹤0.01%
70
908
$2K ﹤0.01%
44
909
$2K ﹤0.01%
+109
910
$2K ﹤0.01%
400
911
$2K ﹤0.01%
15
-9
912
$2K ﹤0.01%
210
913
$2K ﹤0.01%
100
914
$2K ﹤0.01%
26
915
$2K ﹤0.01%
55
+1
916
$2K ﹤0.01%
18
917
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55
+1
918
$2K ﹤0.01%
66
919
$2K ﹤0.01%
23
920
$2K ﹤0.01%
300
921
$2K ﹤0.01%
18
922
$2K ﹤0.01%
500
923
$2K ﹤0.01%
47
924
$2K ﹤0.01%
5
925
$2K ﹤0.01%
52
35 36
37
38 39