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
MOS icon
726
The Mosaic Company
MOS
$7.74B
$7.88K ﹤0.01%
225
ARI
727
Apollo Commercial Real Estate
ARI
$1.4B
$7.74K ﹤0.01%
684
-3,300
CMRE icon
728
Costamare
CMRE
$1.91B
$7.74K ﹤0.01%
800
TTD icon
729
Trade Desk
TTD
$19.3B
$7.72K ﹤0.01%
100
GNTX icon
730
Gentex
GNTX
$5B
$7.71K ﹤0.01%
264
+2
FIS icon
731
Fidelity National Information Services
FIS
$34.6B
$7.68K ﹤0.01%
+140
FAST icon
732
Fastenal
FAST
$46.5B
$7.67K ﹤0.01%
260
+160
BTI icon
733
British American Tobacco
BTI
$126B
$7.64K ﹤0.01%
+230
TROW icon
734
T. Rowe Price
TROW
$22.4B
$7.62K ﹤0.01%
68
+15
VTWO icon
735
Vanguard Russell 2000 ETF
VTWO
$13.4B
$7.56K ﹤0.01%
100
TEVA icon
736
Teva Pharmaceuticals
TEVA
$30.8B
$7.53K ﹤0.01%
1,000
VYM icon
737
Vanguard High Dividend Yield ETF
VYM
$67.4B
$7.42K ﹤0.01%
70
DBC icon
738
Invesco DB Commodity Index Tracking Fund
DBC
$1.26B
$7.4K ﹤0.01%
326
UCB
739
United Community Banks
UCB
$3.73B
$7.32K ﹤0.01%
293
MORT icon
740
VanEck Mortgage REIT Income ETF
MORT
$349M
$7.21K ﹤0.01%
600
EXG icon
741
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.82B
$7.13K ﹤0.01%
900
EBS icon
742
Emergent Biosolutions
EBS
$570M
$6.98K ﹤0.01%
950
LHX icon
743
L3Harris
LHX
$51.2B
$6.85K ﹤0.01%
35
+13
SYF icon
744
Synchrony
SYF
$28.4B
$6.78K ﹤0.01%
200
OTEX icon
745
Open Text
OTEX
$8.47B
$6.77K ﹤0.01%
+163
DKS icon
746
Dick's Sporting Goods
DKS
$18.8B
$6.61K ﹤0.01%
50
MTD icon
747
Mettler-Toledo International
MTD
$29.6B
$6.56K ﹤0.01%
5
HYG icon
748
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$6.53K ﹤0.01%
87
SMG icon
749
ScottsMiracle-Gro
SMG
$3.22B
$6.27K ﹤0.01%
100
IEP icon
750
Icahn Enterprises
IEP
$4.81B
$6.25K ﹤0.01%
215
+22