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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
926
$2K ﹤0.01%
30
927
$2K ﹤0.01%
357
928
$2K ﹤0.01%
475
929
$2K ﹤0.01%
400
930
$2K ﹤0.01%
15
-9
931
$2K ﹤0.01%
210
932
$2K ﹤0.01%
100
933
$2K ﹤0.01%
26
934
$2K ﹤0.01%
55
+1
935
$2K ﹤0.01%
18
936
$2K ﹤0.01%
55
+1
937
$2K ﹤0.01%
50
938
$2K ﹤0.01%
4,700
939
$2K ﹤0.01%
94
940
$2K ﹤0.01%
37
941
$2K ﹤0.01%
45
942
$2K ﹤0.01%
100
943
$2K ﹤0.01%
90
944
$2K ﹤0.01%
180
-597
945
$2K ﹤0.01%
70
946
$2K ﹤0.01%
44
947
$2K ﹤0.01%
+109
948
$2K ﹤0.01%
100
949
$2K ﹤0.01%
122
950
$1K ﹤0.01%
13
36 37
38
39 40