We are live on ! Find out more
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
1051
$0 ﹤0.01%
15
1052
– –
-31
1053
$0 ﹤0.01%
11
1054
$0 ﹤0.01%
2
1055
– –
-19
1056
– –
-21
1057
– –
-38
1058
$0 ﹤0.01%
28
1059
– –
-400
1060
– –
-5
1061
– –
-9
1062
– –
-73
1063
– –
-23
1064
$0 ﹤0.01%
125
1065
$0 ﹤0.01%
13
1066
– –
-35
1067
– –
-3
1068
$0 ﹤0.01%
16
1069
– –
-11
1070
– –
-45
1071
$0 ﹤0.01%
150
1072
$0 ﹤0.01%
20
1073
– –
-22
1074
– –
-650
1075
– –
-200
41 42
43
44 45