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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
1126
$0 ﹤0.01%
13
1127
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-40
1128
$0 ﹤0.01%
138
1129
$0 ﹤0.01%
30
1130
$0 ﹤0.01%
9
1131
$0 ﹤0.01%
5
1132
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-24
1133
$0 ﹤0.01%
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$0 ﹤0.01%
50
1135
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-62
1136
– –
-4,000
1137
– –
-312
1138
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0
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$0 ﹤0.01%
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1141
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$0 ﹤0.01%
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$0 ﹤0.01%
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1145
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-7
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$0 ﹤0.01%
10
1150
– –
-15
44 45
46
47 48