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
DVAX
801
DELISTED
Dynavax Technologies
DVAX
$3.88K ﹤0.01%
300
PTON icon
802
Peloton Interactive
PTON
$1.69B
$3.85K ﹤0.01%
500
RL icon
803
Ralph Lauren
RL
$21.7B
$3.82K ﹤0.01%
31
G icon
804
Genpact
G
$6.95B
$3.68K ﹤0.01%
98
+90
OXSQ icon
805
Oxford Square Capital
OXSQ
$149M
$3.65K ﹤0.01%
1,378
RUN icon
806
Sunrun
RUN
$2.85B
$3.59K ﹤0.01%
201
BBWI icon
807
Bath & Body Works
BBWI
$4.75B
$3.56K ﹤0.01%
95
+70
CDW icon
808
CDW
CDW
$15.8B
$3.49K ﹤0.01%
19
CMA
809
DELISTED
Comerica
CMA
$3.43K ﹤0.01%
81
+70
NTR icon
810
Nutrien
NTR
$35.8B
$3.37K ﹤0.01%
+57
AMRC icon
811
Ameresco
AMRC
$1.51B
$3.36K ﹤0.01%
69
GSAT icon
812
Globalstar
GSAT
$7.94B
$3.35K ﹤0.01%
207
MSCI icon
813
MSCI
MSCI
$42.1B
$3.3K ﹤0.01%
7
RF icon
814
Regions Financial
RF
$24B
$3.28K ﹤0.01%
184
UAA icon
815
Under Armour
UAA
$2.95B
$3.27K ﹤0.01%
453
-200
RDNT icon
816
RadNet
RDNT
$5.62B
$3.26K ﹤0.01%
100
SCZ icon
817
iShares MSCI EAFE Small-Cap ETF
SCZ
$14B
$3.24K ﹤0.01%
55
HP icon
818
Helmerich & Payne
HP
$3.48B
$3.19K ﹤0.01%
90
+40
FSLY icon
819
Fastly Inc
FSLY
$3.08B
$3.15K ﹤0.01%
200
TAN icon
820
Invesco Solar ETF
TAN
$1.5B
$3.14K ﹤0.01%
44
LAZR
821
DELISTED
Luminar Technologies
LAZR
$3.13K ﹤0.01%
+30
MRTN icon
822
Marten Transport
MRTN
$1.12B
$3.08K ﹤0.01%
143
MCFT icon
823
MasterCraft Boat Holdings
MCFT
$353M
$3.06K ﹤0.01%
100
IWO icon
824
iShares Russell 2000 Growth ETF
IWO
$13.1B
$2.91K ﹤0.01%
12
KMB icon
825
Kimberly-Clark
KMB
$34.6B
$2.9K ﹤0.01%
+21