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%
100
977
$1K ﹤0.01%
51
978
$1K ﹤0.01%
16
979
$1K ﹤0.01%
12
980
$1K ﹤0.01%
16
981
$1K ﹤0.01%
11
982
$1K ﹤0.01%
50
983
$1K ﹤0.01%
6
984
$1K ﹤0.01%
16
985
$1K ﹤0.01%
20
986
$1K ﹤0.01%
1,050
987
$1K ﹤0.01%
15
988
$1K ﹤0.01%
2
989
$1K ﹤0.01%
49
990
$1K ﹤0.01%
57
991
$1K ﹤0.01%
20
992
$1K ﹤0.01%
291
993
$1K ﹤0.01%
52
-9
994
$1K ﹤0.01%
18
995
$1K ﹤0.01%
33
996
$1K ﹤0.01%
33
997
$1K ﹤0.01%
500
998
$1K ﹤0.01%
141
-17
999
$1K ﹤0.01%
16
1000
$1K ﹤0.01%
1,000
38 39
40
41 42