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
1
$56.9M 7.57%
1,080,861
-38,042
2
$34.4M 4.57%
270,360
+13,054
3
$30.7M 4.08%
700,620
+9,195
4
$30.6M 4.06%
309,203
-131,851
5
$28.5M 3.79%
383,845
-37,810
6
$26.8M 3.56%
74,662
+3,100
7
$24.5M 3.25%
568,918
+56,366
8
$20.9M 2.78%
151,413
-104
9
$20.2M 2.68%
396,012
+11,169
10
$15.9M 2.11%
212,432
-117,317
11
$15.1M 2.01%
414,705
-269,949
12
$14.1M 1.87%
35,028
-211
13
$13.7M 1.82%
157,125
+63,273
14
$11.5M 1.53%
110,820
-1,852
15
$11.4M 1.51%
+256,928
16
$10M 1.33%
178,722
+26,587
17
$9.8M 1.3%
76,283
+3,106
18
$9.69M 1.29%
27,138
+4,707
19
$8.51M 1.13%
36,543
+132
20
$8.22M 1.09%
142,146
-12,068
21
$8.21M 1.09%
103,248
-2,731
22
$7.67M 1.02%
210,909
-9,189
23
$7.55M 1%
105,821
-1,581
24
$5.83M 0.77%
139,874
-2,691
25
$5.39M 0.72%
28,685
-1,789
1
2 3 4 5