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
201
$354K 0.05%
1,573
-24
202
$353K 0.05%
29,718
-3,496
203
$351K 0.05%
3,769
204
$351K 0.05%
15,500
205
$345K 0.05%
13,736
+42
206
$318K 0.04%
7,106
+1,519
207
$318K 0.04%
10,770
-139
208
$313K 0.04%
4,005
209
$311K 0.04%
3,777
-1,900
210
$310K 0.04%
4,078
+15
211
$303K 0.04%
4,065
+2,285
212
$298K 0.04%
5,386
213
$290K 0.04%
3,441
-249
214
$288K 0.04%
1,748
-210
215
$288K 0.04%
6,560
+452
216
$282K 0.04%
2,087
+162
217
$281K 0.04%
6,378
218
$276K 0.04%
3,241
-186
219
$275K 0.04%
1,286
+40
220
$272K 0.04%
1,631
-50
221
$269K 0.04%
5,302
-433
222
$269K 0.04%
3,513
223
$262K 0.03%
894
224
$262K 0.03%
3,850
225
$260K 0.03%
1,587
7 8
9
10 11