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
151
$647K 0.09%
10,261
+5
152
$640K 0.09%
8,060
+8,049
153
$636K 0.08%
59,981
-17,617
154
$620K 0.08%
7,565
155
$606K 0.08%
5,652
-293
156
$599K 0.08%
7,996
-618
157
$589K 0.08%
3,315
-25
158
$578K 0.08%
4,305
-125
159
$574K 0.08%
24,360
+100
160
$565K 0.08%
5,000
+41
161
$552K 0.07%
5,557
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162
$552K 0.07%
50,800
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163
$539K 0.07%
66,476
164
$538K 0.07%
3,753
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165
$530K 0.07%
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166
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167
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168
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20,000
169
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170
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5,738
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171
$473K 0.06%
3,985
172
$467K 0.06%
14,807
173
$462K 0.06%
2,828
+50
174
$453K 0.06%
53,785
-3,378
175
$449K 0.06%
+24,200
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