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
$872M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$4.41M
3 +$3.9M
4
MCHP icon
Microchip Technology
MCHP
+$3.79M
5
DHI icon
D.R. Horton
DHI
+$3.27M

Top Sells

1 +$5.73M
2 +$2.98M
3 +$2.51M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.06M
5
COF icon
Capital One
COF
+$1.67M

Sector Composition

1 Technology 10.97%
2 Financials 6.32%
3 Healthcare 4.52%
4 Consumer Discretionary 4.39%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DGX icon
576
Quest Diagnostics
DGX
$20.4B
$19.4K ﹤0.01%
138
LH icon
577
Labcorp
LH
$22.2B
$19.3K ﹤0.01%
93
AWK icon
578
American Water Works
AWK
$25.5B
$19.3K ﹤0.01%
135
+45
A icon
579
Agilent Technologies
A
$42.5B
$19.2K ﹤0.01%
160
+125
NEWT icon
580
NewtekOne
NEWT
$324M
$19.1K ﹤0.01%
1,200
-1,000
KR icon
581
Kroger
KR
$44.2B
$19K ﹤0.01%
405
+105
CW icon
582
Curtiss-Wright
CW
$19.8B
$19K ﹤0.01%
104
+1
DBEM icon
583
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$77.5M
$18.9K ﹤0.01%
838
SCCO icon
584
Southern Copper
SCCO
$114B
$18.9K ﹤0.01%
279
+11
UPBD icon
585
Upbound Group
UPBD
$1.1B
$18.7K ﹤0.01%
600
DD icon
586
DuPont de Nemours
DD
$16.7B
$18.6K ﹤0.01%
624
+239
STIP icon
587
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$18.6K ﹤0.01%
191
-204
SONY icon
588
Sony
SONY
$169B
$18.4K ﹤0.01%
+1,020
OVV icon
589
Ovintiv
OVV
$10.7B
$18.2K ﹤0.01%
479
+235
TTEK icon
590
Tetra Tech
TTEK
$9.06B
$18K ﹤0.01%
550
IT icon
591
Gartner
IT
$16.7B
$17.9K ﹤0.01%
51
DLTR icon
592
Dollar Tree
DLTR
$23.2B
$17.8K ﹤0.01%
124
+10
COLD icon
593
Americold
COLD
$3.14B
$17.8K ﹤0.01%
550
QTEC icon
594
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.04B
$17.7K ﹤0.01%
120
XLI icon
595
State Street Industrial Select Sector SPDR ETF
XLI
$24.3B
$17.6K ﹤0.01%
164
IPG
596
DELISTED
Interpublic Group of Companies
IPG
$17.6K ﹤0.01%
+456
PSA icon
597
Public Storage
PSA
$48.7B
$17.5K ﹤0.01%
60
+25
GWW icon
598
W.W. Grainger
GWW
$46.1B
$17.3K ﹤0.01%
22
+4
HLI icon
599
Houlihan Lokey
HLI
$12.4B
$17.3K ﹤0.01%
176
+1
WCLD icon
600
WisdomTree Cloud Computing Fund
WCLD
$297M
$17.1K ﹤0.01%
540