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
+$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
1076
$0 ﹤0.01%
6
1077
$0 ﹤0.01%
13
1078
– –
-19
1079
– –
-48
1080
$0 ﹤0.01%
1
1081
$0 ﹤0.01%
25
1082
– –
-29
1083
$0 ﹤0.01%
15
1084
$0 ﹤0.01%
1
1085
– –
-73
1086
$0 ﹤0.01%
6
1087
– –
-45
1088
– –
-34
1089
– –
-19
1090
– –
-25
1091
$0 ﹤0.01%
8
-29
1092
$0 ﹤0.01%
4
1093
– –
-27
1094
$0 ﹤0.01%
9
1095
– –
-61
1096
– –
-10
1097
– –
-140
1098
– –
-7
1099
$0 ﹤0.01%
1
1100
– –
-45
42 43
44
45 46