BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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 +$13M
2 +$3.87M
3 +$3.63M
4
MCHP icon
Microchip Technology
MCHP
+$3.33M
5
DHI icon
D.R. Horton
DHI
+$2.93M

Top Sells

1 +$5.78M
2 +$2.84M
3 +$2.41M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.07M
5
ALL icon
Allstate
ALL
+$1.66M

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
$23B
$19.4K ﹤0.01%
138
LH icon
577
Labcorp
LH
$23.1B
$19.3K ﹤0.01%
93
AWK icon
578
American Water Works
AWK
$26.6B
$19.3K ﹤0.01%
135
+45
A icon
579
Agilent Technologies
A
$34.1B
$19.2K ﹤0.01%
160
+125
NEWT icon
580
NewtekOne
NEWT
$364M
$19.1K ﹤0.01%
1,200
-1,000
KR icon
581
Kroger
KR
$43B
$19K ﹤0.01%
405
+105
CW icon
582
Curtiss-Wright
CW
$26.3B
$19K ﹤0.01%
104
+1
DBEM icon
583
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$89M
$18.9K ﹤0.01%
838
SCCO icon
584
Southern Copper
SCCO
$171B
$18.9K ﹤0.01%
281
+11
UPBD icon
585
Upbound Group
UPBD
$1.19B
$18.7K ﹤0.01%
600
DD icon
586
DuPont de Nemours
DD
$19.7B
$18.6K ﹤0.01%
624
+239
STIP icon
587
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
$18.6K ﹤0.01%
191
-204
SONY icon
588
Sony
SONY
$131B
$18.4K ﹤0.01%
+1,020
OVV icon
589
Ovintiv
OVV
$14.7B
$18.2K ﹤0.01%
479
+235
TTEK icon
590
Tetra Tech
TTEK
$9.43B
$18K ﹤0.01%
550
IT icon
591
Gartner
IT
$11.8B
$17.9K ﹤0.01%
51
DLTR icon
592
Dollar Tree
DLTR
$23.4B
$17.8K ﹤0.01%
124
+10
COLD icon
593
Americold
COLD
$3.58B
$17.8K ﹤0.01%
550
QTEC icon
594
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.88B
$17.7K ﹤0.01%
120
XLI icon
595
State Street Industrial Select Sector SPDR ETF
XLI
$31.6B
$17.6K ﹤0.01%
164
IPG
596
DELISTED
Interpublic Group of Companies
IPG
$17.6K ﹤0.01%
+456
PSA icon
597
Public Storage
PSA
$54.5B
$17.5K ﹤0.01%
60
+25
GWW icon
598
W.W. Grainger
GWW
$54.4B
$17.3K ﹤0.01%
22
+4
HLI icon
599
Houlihan Lokey
HLI
$11.3B
$17.3K ﹤0.01%
176
+1
WCLD icon
600
WisdomTree Cloud Computing Fund
WCLD
$249M
$17.1K ﹤0.01%
540