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
JAZZ icon
876
Jazz Pharmaceuticals
JAZZ
$10.1B
$1.49K ﹤0.01%
12
EMLC icon
877
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.13B
$1.46K ﹤0.01%
57
FG icon
878
F&G Annuities & Life
FG
$4.36B
$1.44K ﹤0.01%
58
SPWR
879
DELISTED
SunPower Corporation Common Stock
SPWR
$1.42K ﹤0.01%
145
SFBS icon
880
ServisFirst Bancshares
SFBS
$3.87B
$1.39K ﹤0.01%
34
CEQP
881
DELISTED
Crestwood Equity Partners LP
CEQP
$1.35K ﹤0.01%
51
FNDE icon
882
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.11B
$1.34K ﹤0.01%
50
BPOP icon
883
Popular Inc
BPOP
$7.62B
$1.33K ﹤0.01%
22
+20
SNV icon
884
Synovus
SNV
$6.77B
$1.33K ﹤0.01%
44
AVTR icon
885
Avantor
AVTR
$7.94B
$1.29K ﹤0.01%
63
VSCO icon
886
Victoria's Secret
VSCO
$3.36B
$1.27K ﹤0.01%
73
+23
FCF icon
887
First Commonwealth Financial
FCF
$1.71B
$1.26K ﹤0.01%
100
KD icon
888
Kyndryl
KD
$5.86B
$1.21K ﹤0.01%
91
GPRO icon
889
GoPro
GPRO
$272M
$1.21K ﹤0.01%
291
NRG icon
890
NRG Energy
NRG
$31.4B
$1.2K ﹤0.01%
32
+25
ACM icon
891
Aecom
ACM
$13.4B
$1.19K ﹤0.01%
14
AEO icon
892
American Eagle Outfitters
AEO
$3.53B
$1.18K ﹤0.01%
100
ATLX icon
893
Atlas Lithium Corp
ATLX
$125M
$1.18K ﹤0.01%
55
HOG icon
894
Harley-Davidson
HOG
$2.86B
$1.16K ﹤0.01%
33
BFLY icon
895
Butterfly Network
BFLY
$692M
$1.15K ﹤0.01%
500
LOOP icon
896
Loop Industries
LOOP
$50.9M
$1.15K ﹤0.01%
357
BDC icon
897
Belden
BDC
$4.44B
$1.15K ﹤0.01%
12
ALGM icon
898
Allegro MicroSystems
ALGM
$4.91B
$1.13K ﹤0.01%
+25
EMBC icon
899
Embecta
EMBC
$720M
$1.08K ﹤0.01%
50
-9
QMCO icon
900
Quantum Corp
QMCO
$126M
$1.08K ﹤0.01%
50