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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
976
$1K ﹤0.01%
62
977
$1K ﹤0.01%
+9
978
$1K ﹤0.01%
70
979
$1K ﹤0.01%
134
980
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16
981
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15
982
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15
983
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50
984
$1K ﹤0.01%
1
985
$1K ﹤0.01%
6
986
$1K ﹤0.01%
14
987
$1K ﹤0.01%
18
988
$1K ﹤0.01%
21
989
$1K ﹤0.01%
7
990
$1K ﹤0.01%
12
991
$1K ﹤0.01%
300
992
$1K ﹤0.01%
38
993
$1K ﹤0.01%
8
994
$1K ﹤0.01%
100
995
$1K ﹤0.01%
51
996
$1K ﹤0.01%
16
997
$1K ﹤0.01%
5
998
$1K ﹤0.01%
63
999
$1K ﹤0.01%
250
1000
$1K ﹤0.01%
12
38 39
40
41 42