BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.9M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$920K
3
+$854K
4
ABT icon
Abbott
ABT
+$653K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$390K

Top Sells

1
+$927K
2
+$98.2K
3
+$59K
4
CSCO icon
Cisco
CSCO
+$54.7K
5
UNH icon
UnitedHealth
UNH
+$53.8K

Sector Composition

1 Healthcare 8.8%
2 Financials 7.39%
3 Industrials 3.76%
4 Technology 3.42%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.02%
500
227
$14K 0.02%
544
-272
228
$14K 0.02%
400
229
$14K 0.02%
177
+1
230
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231
$14K 0.02%
600
232
$13K 0.01%
1,100
233
$13K 0.01%
750
234
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+200
235
$13K 0.01%
100
236
$13K 0.01%
550
237
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238
$13K 0.01%
558
+37
239
$13K 0.01%
252
240
$13K 0.01%
250
241
$13K 0.01%
1,960
242
$12K 0.01%
154
243
$12K 0.01%
972
244
$12K 0.01%
520
245
$12K 0.01%
3
246
$12K 0.01%
201
+1
247
$12K 0.01%
166
248
$12K 0.01%
200
249
$12K 0.01%
210
250
$12K 0.01%
+116
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