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
76
$2.1M 0.28%
100,000
77
$2.06M 0.27%
23,935
+790
78
$2.03M 0.27%
16,783
+6,942
79
$2.02M 0.27%
4,000
80
$2M 0.27%
2,904
-147
81
$1.97M 0.26%
162,240
-27,340
82
$1.96M 0.26%
15,720
+333
83
$1.95M 0.26%
167,652
84
$1.92M 0.26%
9,486
+73
85
$1.91M 0.25%
38,041
+4,000
86
$1.91M 0.25%
9,778
-234
87
$1.9M 0.25%
136,703
-680
88
$1.86M 0.25%
53,465
-109,058
89
$1.85M 0.25%
116,513
+6,310
90
$1.73M 0.23%
6,490
+2,044
91
$1.73M 0.23%
21,102
-167
92
$1.72M 0.23%
13,468
-6,498
93
$1.69M 0.23%
53,944
+1,605
94
$1.66M 0.22%
18,442
+1,780
95
$1.65M 0.22%
5,090
-1,010
96
$1.6M 0.21%
4,450
-249
97
$1.59M 0.21%
20,348
+1,461
98
$1.58M 0.21%
6,901
-267
99
$1.57M 0.21%
25,839
+609
100
$1.56M 0.21%
15,246
+29
2 3
4
5 6