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
1026
$0 ﹤0.01%
1
1027
$0 ﹤0.01%
6
1028
– –
-45
1029
– –
-34
1030
– –
-19
1031
– –
-34
1032
– –
-1,750
1033
– –
-8
1034
$0 ﹤0.01%
10
1035
– –
-15
1036
$0 ﹤0.01%
75
1037
– –
-7
1038
$0 ﹤0.01%
25
1039
$0 ﹤0.01%
200
1040
$0 ﹤0.01%
25
1041
– –
-3,150
1042
– –
-500
1043
– –
-31
1044
– –
-46
1045
$0 ﹤0.01%
82
1046
– –
-20
1047
– –
-2,000
1048
– –
-25
1049
– –
-109
1050
– –
-246
40 41
42
43 44