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
$161M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$131K
3
+$113K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$103K
5
GE icon
GE Aerospace
GE
+$98.6K

Top Sells

1
+$186K
2
+$184K
3
+$161K
4
FRT icon
Federal Realty Investment Trust
FRT
+$149K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$129K

Sector Composition

1 Healthcare 6.44%
2 Financials 2.93%
3 Technology 2.62%
4 Industrials 2.55%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.02%
160
227
$27K 0.02%
275
+75
228
$27K 0.02%
314
229
$27K 0.02%
560
230
$26K 0.02%
1,520
231
$26K 0.02%
384
232
$25K 0.02%
241
233
$25K 0.02%
206
234
$24K 0.01%
75
235
$22K 0.01%
544
236
$22K 0.01%
515
237
$21K 0.01%
307
238
$21K 0.01%
+2,729
239
$20K 0.01%
314
240
$20K 0.01%
436
241
$20K 0.01%
408
242
$20K 0.01%
162
243
$19K 0.01%
121
244
$19K 0.01%
+250
245
$19K 0.01%
+175
246
$19K 0.01%
711
247
$18K 0.01%
120
248
$18K 0.01%
326
249
$18K 0.01%
1,200
+200
250
$17K 0.01%
101
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10
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