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
1151
$0 ﹤0.01%
75
1152
$0 ﹤0.01%
6
1153
– –
-7
1154
$0 ﹤0.01%
200
1155
$0 ﹤0.01%
25
1156
– –
-3,150
1157
– –
-500
1158
– –
-31
1159
$0 ﹤0.01%
71
1160
– –
-100
1161
– –
-11,009
1162
– –
-5,000
1163
– –
-43
1164
– –
-46
1165
$0 ﹤0.01%
82
1166
– –
-20
1167
– –
-2,000
1168
– –
-25
1169
$0 ﹤0.01%
7
1170
– –
-38
1171
$0 ﹤0.01%
1,000
1172
$0 ﹤0.01%
10
1173
– –
-13
1174
$0 ﹤0.01%
3
1175
$0 ﹤0.01%
2
44 45 46
47
48