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
901
$3K ﹤0.01%
145
902
$3K ﹤0.01%
2,200
903
$3K ﹤0.01%
14
904
$3K ﹤0.01%
21
905
$3K ﹤0.01%
120
906
$3K ﹤0.01%
358
+36
907
$2K ﹤0.01%
66
908
$2K ﹤0.01%
23
909
$2K ﹤0.01%
300
910
$2K ﹤0.01%
18
911
$2K ﹤0.01%
500
912
$2K ﹤0.01%
47
913
$2K ﹤0.01%
5
914
$2K ﹤0.01%
52
915
$2K ﹤0.01%
6
916
$2K ﹤0.01%
300
917
$2K ﹤0.01%
35
918
$2K ﹤0.01%
100
919
$2K ﹤0.01%
45
920
$2K ﹤0.01%
100
921
$2K ﹤0.01%
200
922
$2K ﹤0.01%
125
923
$2K ﹤0.01%
50
924
$2K ﹤0.01%
40
925
$2K ﹤0.01%
12
35 36
37
38 39