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
VSS icon
826
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.66B
$2.87K ﹤0.01%
26
FXO icon
827
First Trust Financials AlphaDEX Fund
FXO
$2.13B
$2.87K ﹤0.01%
76
YUMC icon
828
Yum China
YUMC
$17.3B
$2.83K ﹤0.01%
50
VTRS icon
829
Viatris
VTRS
$12.3B
$2.81K ﹤0.01%
281
+5
ZION icon
830
Zions Bancorporation
ZION
$7.98B
$2.77K ﹤0.01%
103
TD icon
831
Toronto Dominion Bank
TD
$144B
$2.73K ﹤0.01%
44
KBE icon
832
State Street SPDR S&P Bank ETF
KBE
$1.39B
$2.7K ﹤0.01%
75
LCID icon
833
Lucid Motors
LCID
$4.18B
$2.68K ﹤0.01%
39
-14
IQ icon
834
iQIYI
IQ
$1.95B
$2.67K ﹤0.01%
500
ZBH icon
835
Zimmer Biomet
ZBH
$18.7B
$2.62K ﹤0.01%
18
IYR icon
836
iShares US Real Estate ETF
IYR
$4.13B
$2.6K ﹤0.01%
30
AEIS icon
837
Advanced Energy
AEIS
$7.96B
$2.56K ﹤0.01%
23
PENN icon
838
PENN Entertainment
PENN
$1.96B
$2.52K ﹤0.01%
105
EZM icon
839
WisdomTree US MidCap Fund
EZM
$810M
$2.38K ﹤0.01%
45
DHC
840
Diversified Healthcare Trust
DHC
$1.15B
$2.36K ﹤0.01%
1,050
ARCC icon
841
Ares Capital
ARCC
$14.8B
$2.29K ﹤0.01%
122
SKLZ icon
842
Skillz
SKLZ
$81.6M
$2.27K ﹤0.01%
250
NDAQ icon
843
Nasdaq
NDAQ
$50.5B
$2.24K ﹤0.01%
45
GNRC icon
844
Generac Holdings
GNRC
$9.11B
$2.24K ﹤0.01%
15
RWX icon
845
SPDR Dow Jones International Real Estate ETF
RWX
$292M
$2.23K ﹤0.01%
90
BHF icon
846
Brighthouse Financial
BHF
$3.75B
$2.23K ﹤0.01%
47
ICF icon
847
iShares Select U.S. REIT ETF
ICF
$1.89B
$2.22K ﹤0.01%
40
ADNT icon
848
Adient
ADNT
$1.49B
$2.19K ﹤0.01%
57
IBB icon
849
iShares Biotechnology ETF
IBB
$8.6B
$2.16K ﹤0.01%
17
+6
KOPN icon
850
Kopin
KOPN
$402M
$2.15K ﹤0.01%
1,000