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
1001
$1K ﹤0.01%
31
1002
$1K ﹤0.01%
14
1003
$1K ﹤0.01%
46
1004
$1K ﹤0.01%
5
1005
$1K ﹤0.01%
9
1006
$1K ﹤0.01%
300
1007
$1K ﹤0.01%
1
1008
$1K ﹤0.01%
38
1009
$1K ﹤0.01%
8
1010
$1K ﹤0.01%
100
1011
$1K ﹤0.01%
51
1012
$1K ﹤0.01%
16
1013
$0 ﹤0.01%
9
1014
$0 ﹤0.01%
50
1015
– –
-62
1016
– –
-4,000
1017
– –
-312
1018
– –
0
1019
$0 ﹤0.01%
13
1020
– –
-19
1021
– –
-48
1022
$0 ﹤0.01%
1
1023
$0 ﹤0.01%
25
1024
– –
-29
1025
$0 ﹤0.01%
15
39 40
41
42 43