BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Est. Return
15.17%
1 Year Est. Return
+15.17%
AUM
$872M
AUM Growth
+$56.5M
(+6.9%)
Holding
1,086
Top Buys
| 1 | +$13.1M | |
| 2 | +$4.41M | |
| 3 | +$3.9M | |
| 4 |
Microchip Technology
MCHP
|
+$3.79M |
| 5 |
D.R. Horton
DHI
|
+$3.27M |
Top Sells
| 1 | +$5.73M | |
| 2 | +$2.98M | |
| 3 | +$2.51M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.06M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
iShares Russell 1000 Growth ETF
IWF
$125B
| $3.82M | 0.44% |
13,889
-99
|
|
||
52
Intel
INTC
$204B
| $3.71M | 0.43% |
110,814
+612
|
|
||
53
Blackstone Secured Lending
BXSL
$6.35B
| $3.66M | 0.42% |
133,882
-486
|
|
||
54
Lowe's Companies
LOW
$136B
| $3.59M | 0.41% |
15,900
+289
|
|
||
55
Darden Restaurants
DRI
$20.3B
| $3.54M | 0.41% |
21,210
+224
|
|
||
56
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.16B
| $3.38M | 0.39% |
50,024
+278
|
|
||
57
Ameriprise Financial
AMP
$42.4B
| $3.36M | 0.39% |
10,129
+75
|
|
||
58
IBM
IBM
$285B
| $3.34M | 0.38% |
24,976
+129
|
|
||
59
Merck
MRK
$251B
| $3.31M | 0.38% |
28,658
+4,663
|
|
||
|
60
D.R. Horton
DHI
$46B
| $3.3M | 0.38% |
27,090
+26,831
|
|
||
61
Sinclair Inc
SBGI
$1.05B
| $3.25M | 0.37% |
235,468
|
|
||
62
Target
TGT
$40.7B
| $3.19M | 0.37% |
24,152
+637
|
|
||
63
HP
HPQ
$23.5B
| $3.1M | 0.36% |
100,935
+1,537
|
|
||
|
X
64
DELISTED
US Steel
X
| $3.05M | 0.35% |
121,787
+554
|
|
||
65
Stryker
SYK
$141B
| $2.99M | 0.34% |
9,790
+312
|
|
||
66
Vanguard S&P 500 ETF
VOO
$799B
| $2.95M | 0.34% |
7,239
+6,532
|
|
||
67
Chevron
CVX
$299B
| $2.94M | 0.34% |
18,684
+96
|
|
||
68
Johnson & Johnson
JNJ
$492B
| $2.81M | 0.32% |
16,998
+576
|
|
||
69
LKQ Corp
LKQ
$7.39B
| $2.74M | 0.31% |
47,001
+567
|
|
||
70
Walt Disney
DIS
$188B
| $2.72M | 0.31% |
30,430
+3,264
|
|
||
71
Tesla
TSLA
$1.41T
| $2.68M | 0.31% |
10,257
+259
|
|
||
72
Pfizer
PFE
$143B
| $2.68M | 0.31% |
73,137
+4,464
|
|
||
73
Vanguard Small-Cap ETF
VB
$68.7B
| $2.6M | 0.3% |
13,089
-378
|
|
||
74
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
| $2.59M | 0.3% |
51,717
-847
|
|
||
75
Danaher
DHR
$161B
| $2.58M | 0.3% |
12,144
+35
|
|