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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
1026
– –
-73
1027
$0 ﹤0.01%
6
1028
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-45
1029
$0 ﹤0.01%
4
1030
– –
-27
1031
$0 ﹤0.01%
9
1032
$0 ﹤0.01%
1
1033
$0 ﹤0.01%
9
1034
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-91
1035
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-41
1036
– –
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1037
$0 ﹤0.01%
6
1038
– –
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1039
$0 ﹤0.01%
25
1040
– –
-2,457
1041
– –
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1042
$0 ﹤0.01%
10
1043
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21
1044
$0 ﹤0.01%
87
1045
$0 ﹤0.01%
5
1046
– –
-4,500
1047
– –
-1,160
1048
– –
-3
1049
$0 ﹤0.01%
30
1050
$0 ﹤0.01%
14
40 41
42
43 44