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
251
$12K 0.01%
140
252
$12K 0.01%
300
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$12K 0.01%
384
254
$11K 0.01%
237
255
$11K 0.01%
17
256
$11K 0.01%
320
257
$11K 0.01%
255
258
$11K 0.01%
550
259
$11K 0.01%
167
260
$11K 0.01%
801
-501
261
$11K 0.01%
+73
262
$11K 0.01%
+48
263
$11K 0.01%
+277
264
$11K 0.01%
+100
265
$10K 0.01%
100
266
$10K 0.01%
+100
267
$9K 0.01%
157
268
$9K 0.01%
83
269
$9K 0.01%
+100
270
$9K 0.01%
+300
271
$9K 0.01%
+220
272
$9K 0.01%
270
273
$9K 0.01%
325
274
$9K 0.01%
170
275
$8K 0.01%
100
+50
9 10
11
12 13