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
SCHH icon
776
Schwab US REIT ETF
SCHH
$8.39B
$4.61K ﹤0.01%
236
+32
OGN icon
777
Organon & Co
OGN
$1.95B
$4.56K ﹤0.01%
219
+130
PKST
778
Peakstone Realty Trust
PKST
$506M
$4.47K ﹤0.01%
+160
TWLO icon
779
Twilio
TWLO
$19.7B
$4.45K ﹤0.01%
70
SHO icon
780
Sunstone Hotel Investors
SHO
$1.72B
$4.45K ﹤0.01%
440
FLR icon
781
Fluor
FLR
$6.87B
$4.44K ﹤0.01%
150
-100
LSEA
782
DELISTED
Landsea Homes
LSEA
$4.44K ﹤0.01%
475
BWA icon
783
BorgWarner
BWA
$9.25B
$4.4K ﹤0.01%
+102
DRH icon
784
Diamondrock Hospitality Company Common Stock
DRH
$1.82B
$4.39K ﹤0.01%
548
SCPH
785
DELISTED
scPharmaceuticals
SCPH
$4.33K ﹤0.01%
+425
DAN icon
786
Dana Inc
DAN
$2.62B
$4.25K ﹤0.01%
250
FSR
787
DELISTED
Fisker Inc.
FSR
$4.23K ﹤0.01%
750
GOVT icon
788
iShares US Treasury Bond ETF
GOVT
$33.3B
$4.19K ﹤0.01%
183
EWCZ icon
789
European Wax Center
EWCZ
$174M
$4.19K ﹤0.01%
225
PGJ icon
790
Invesco Golden Dragon China ETF
PGJ
$142M
$4.19K ﹤0.01%
157
SOFI icon
791
SoFi Technologies
SOFI
$35.6B
$4.17K ﹤0.01%
500
WHR icon
792
Whirlpool
WHR
$4.47B
$4.17K ﹤0.01%
+28
HRI icon
793
Herc Holdings
HRI
$4.39B
$4.11K ﹤0.01%
30
EDIV icon
794
SPDR S&P Emerging Markets Dividend ETF
EDIV
$939M
$4.1K ﹤0.01%
144
ALLY icon
795
Ally Financial
ALLY
$12.7B
$4.05K ﹤0.01%
150
PVH icon
796
PVH
PVH
$4.08B
$3.99K ﹤0.01%
47
+10
AMZA icon
797
InfraCap MLP ETF
AMZA
$384M
$3.98K ﹤0.01%
120
ABNB icon
798
Airbnb
ABNB
$71.9B
$3.97K ﹤0.01%
31
+15
PCN
799
PIMCO Corporate & Income Strategy Fund
PCN
$847M
$3.93K ﹤0.01%
300
IFRA icon
800
iShares US Infrastructure ETF
IFRA
$3.12B
$3.91K ﹤0.01%
100