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
176
$448K 0.06%
5,205
+109
177
$446K 0.06%
5,868
+325
178
$440K 0.06%
35,234
179
$436K 0.06%
+7,808
180
$433K 0.06%
5,049
-1,030
181
$431K 0.06%
4,241
+73
182
$426K 0.06%
36,542
183
$426K 0.06%
5,315
-162
184
$419K 0.06%
24,713
+747
185
$419K 0.06%
5,563
+172
186
$416K 0.06%
6,846
+312
187
$412K 0.05%
7,749
188
$406K 0.05%
9,329
-809
189
$404K 0.05%
9,087
-1,222
190
$396K 0.05%
29,334
191
$394K 0.05%
4,400
192
$379K 0.05%
5,624
+785
193
$379K 0.05%
14,423
194
$378K 0.05%
33,640
-8,543
195
$376K 0.05%
25,305
-1,581
196
$372K 0.05%
2,739
+72
197
$372K 0.05%
2,402
+118
198
$370K 0.05%
2,474
-87
199
$359K 0.05%
5,777
-140
200
$359K 0.05%
763
6 7
8
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