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
DVAX icon
801
Dynavax Technologies
DVAX
$1.28B
$3.88K ﹤0.01%
300
PTON icon
802
Peloton Interactive
PTON
$2.69B
$3.85K ﹤0.01%
500
RL icon
803
Ralph Lauren
RL
$21.6B
$3.82K ﹤0.01%
31
G icon
804
Genpact
G
$7.6B
$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
$4.22B
$3.59K ﹤0.01%
201
BBWI icon
807
Bath & Body Works
BBWI
$3.81B
$3.56K ﹤0.01%
95
+70
CDW icon
808
CDW
CDW
$18.8B
$3.49K ﹤0.01%
19
CMA icon
809
Comerica
CMA
$10.3B
$3.43K ﹤0.01%
81
+70
NTR icon
810
Nutrien
NTR
$28.7B
$3.37K ﹤0.01%
+57
AMRC icon
811
Ameresco
AMRC
$1.85B
$3.36K ﹤0.01%
69
GSAT icon
812
Globalstar
GSAT
$7.76B
$3.35K ﹤0.01%
207
MSCI icon
813
MSCI
MSCI
$41.1B
$3.3K ﹤0.01%
7
RF icon
814
Regions Financial
RF
$22.3B
$3.28K ﹤0.01%
184
UAA icon
815
Under Armour
UAA
$1.93B
$3.27K ﹤0.01%
453
-200
RDNT icon
816
RadNet
RDNT
$6.08B
$3.26K ﹤0.01%
100
SCZ icon
817
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$3.24K ﹤0.01%
55
HP icon
818
Helmerich & Payne
HP
$2.85B
$3.19K ﹤0.01%
90
+40
FSLY icon
819
Fastly
FSLY
$1.74B
$3.15K ﹤0.01%
200
TAN icon
820
Invesco Solar ETF
TAN
$945M
$3.14K ﹤0.01%
44
LAZR icon
821
Luminar Technologies
LAZR
$63.8M
$3.13K ﹤0.01%
+30
MRTN icon
822
Marten Transport
MRTN
$870M
$3.08K ﹤0.01%
143
MCFT icon
823
MasterCraft Boat Holdings
MCFT
$299M
$3.06K ﹤0.01%
100
IWO icon
824
iShares Russell 2000 Growth ETF
IWO
$12.9B
$2.91K ﹤0.01%
12
KMB icon
825
Kimberly-Clark
KMB
$35.5B
$2.9K ﹤0.01%
+21