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
126
$923K 0.12%
10,220
+141
127
$918K 0.12%
30,622
+41
128
$916K 0.12%
5,629
129
$913K 0.12%
4,357
-92
130
$901K 0.12%
8,798
+43
131
$872K 0.12%
27,163
-41
132
$872K 0.12%
+55,872
133
$862K 0.11%
14,122
+16
134
$856K 0.11%
72,830
-3,907
135
$842K 0.11%
27,222
+15
136
$830K 0.11%
13,720
-479
137
$822K 0.11%
9,130
-428
138
$820K 0.11%
8,285
+205
139
$803K 0.11%
10,324
-14
140
$768K 0.1%
50,000
141
$761K 0.1%
68,264
+119
142
$760K 0.1%
11,490
+124
143
$744K 0.1%
9,895
+1,883
144
$735K 0.1%
15,500
145
$725K 0.1%
24,303
-4,275
146
$718K 0.1%
7,423
-500
147
$714K 0.09%
2,776
-118
148
$702K 0.09%
65,689
149
$698K 0.09%
12,958
+97
150
$647K 0.09%
13,579
4 5
6
7 8