BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
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
1151
– –
0
1152
$0 ﹤0.01%
9
1153
– –
-91
1154
$0 ﹤0.01%
25
1155
– –
-29
1156
$0 ﹤0.01%
15
1157
– –
-1,000
1158
$0 ﹤0.01%
23
1159
– –
-41
1160
– –
-14
1161
– –
-61
1162
$0 ﹤0.01%
45
1163
– –
-172
1164
– –
-6
1165
– –
-12
1166
– –
-32
1167
$0 ﹤0.01%
13
1168
– –
-41
1169
– –
-14
1170
$0 ﹤0.01%
6
1171
– –
-200
1172
– –
-40
1173
$0 ﹤0.01%
138
1174
$0 ﹤0.01%
30
1175
$0 ﹤0.01%
9
44 45 46
47
48