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
TRU icon
751
TransUnion
TRU
$16B
$6.11K ﹤0.01%
78
+30
BUD icon
752
AB InBev
BUD
$120B
$6.07K ﹤0.01%
107
-911
EXR icon
753
Extra Space Storage
EXR
$28.1B
$5.95K ﹤0.01%
40
+15
ZBRA icon
754
Zebra Technologies
ZBRA
$12.8B
$5.92K ﹤0.01%
20
-10
INDB icon
755
Independent Bank
INDB
$3.63B
$5.79K ﹤0.01%
130
+1
MSOX icon
756
AdvisorShares MSOS 2X Daily ETF
MSOX
$34.4M
$5.75K ﹤0.01%
89
VTR icon
757
Ventas
VTR
$37.6B
$5.72K ﹤0.01%
121
+90
SAIC icon
758
Saic
SAIC
$4.03B
$5.62K ﹤0.01%
50
XLRE icon
759
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.54B
$5.5K ﹤0.01%
146
+7
KDP icon
760
Keurig Dr Pepper
KDP
$38.2B
$5.46K ﹤0.01%
+175
EQNR icon
761
Equinor
EQNR
$57.2B
$5.4K ﹤0.01%
+185
BKNG icon
762
Booking.com
BKNG
$166B
$5.4K ﹤0.01%
2
TRP icon
763
TC Energy
TRP
$56B
$5.33K ﹤0.01%
132
MCRI icon
764
Monarch Casino & Resort
MCRI
$1.76B
$5.28K ﹤0.01%
75
NTRS icon
765
Northern Trust
NTRS
$24.7B
$5.28K ﹤0.01%
+71
FDEU
766
DELISTED
First Trust Dynamic Europe Equity Income Fund
FDEU
$5.24K ﹤0.01%
400
SVC
767
Service Properties Trust
SVC
$294M
$5.21K ﹤0.01%
600
TTWO icon
768
Take-Two Interactive
TTWO
$45.6B
$5.15K ﹤0.01%
35
OLN icon
769
Olin
OLN
$2.42B
$5.14K ﹤0.01%
100
AAP icon
770
Advance Auto Parts
AAP
$3.16B
$5.13K ﹤0.01%
73
+52
IUSB icon
771
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$5.09K ﹤0.01%
112
NIO icon
772
NIO
NIO
$12.7B
$4.87K ﹤0.01%
502
SFL icon
773
SFL Corp
SFL
$1.19B
$4.67K ﹤0.01%
500
SBCF icon
774
Seacoast Banking Corp of Florida
SBCF
$3.11B
$4.64K ﹤0.01%
210
SNAP icon
775
Snap
SNAP
$13.1B
$4.62K ﹤0.01%
390