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
926
$2K ﹤0.01%
6
927
$2K ﹤0.01%
300
928
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35
929
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100
930
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45
931
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932
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933
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934
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935
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40
936
$2K ﹤0.01%
12
937
$2K ﹤0.01%
30
938
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357
939
$2K ﹤0.01%
475
940
$2K ﹤0.01%
100
941
$2K ﹤0.01%
122
942
$2K ﹤0.01%
94
943
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37
944
$2K ﹤0.01%
45
945
$2K ﹤0.01%
100
946
$2K ﹤0.01%
90
947
$2K ﹤0.01%
180
-597
948
$2K ﹤0.01%
50
949
$2K ﹤0.01%
4,700
950
$1K ﹤0.01%
63
36 37
38
39 40