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
101
$1.48M 0.2%
30,800
-4,058
102
$1.45M 0.19%
3,743
103
$1.45M 0.19%
16,548
-45
104
$1.43M 0.19%
17,613
+17,606
105
$1.41M 0.19%
+84,400
106
$1.39M 0.18%
7,734
-47
107
$1.36M 0.18%
14,147
-2,553
108
$1.36M 0.18%
20,678
+748
109
$1.34M 0.18%
17,138
-1,169
110
$1.33M 0.18%
18,530
-1,287
111
$1.33M 0.18%
2,825
+70
112
$1.31M 0.17%
23,349
-256
113
$1.21M 0.16%
11,340
-232
114
$1.18M 0.16%
13,453
+13,025
115
$1.18M 0.16%
8,406
-7
116
$1.17M 0.16%
5,742
-1,835
117
$1.17M 0.16%
7,552
-1,053
118
$1.15M 0.15%
15,672
-2,950
119
$1.15M 0.15%
12,486
-125
120
$1.08M 0.14%
9,360
-225
121
$1.03M 0.14%
150,628
-8,867
122
$1.03M 0.14%
8,453
-503
123
$993K 0.13%
4,303
-50
124
$947K 0.13%
8,755
+3
125
$925K 0.12%
7,327
+176
3 4
5
6 7