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
$112M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$2.28M
3
+$1.49M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.3M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.21M

Top Sells

1
+$802K
2
+$276K
3
+$178K
4
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
+$149K
5
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$144K

Sector Composition

1 Healthcare 7.21%
2 Financials 3.53%
3 Technology 3.18%
4 Industrials 3.1%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K 0.01%
1,172
+200
252
$14K 0.01%
270
253
$14K 0.01%
+200
254
$14K 0.01%
520
255
$14K 0.01%
3,470
256
$13K 0.01%
258
-132
257
$13K 0.01%
+500
258
$12K 0.01%
300
+100
259
$12K 0.01%
862
260
$12K 0.01%
242
261
$12K 0.01%
139
262
$12K 0.01%
257
263
$12K 0.01%
150
264
$12K 0.01%
600
265
$11K 0.01%
+98
266
$11K 0.01%
225
267
$11K 0.01%
255
268
$11K 0.01%
300
+200
269
$11K 0.01%
403
+3
270
$10K 0.01%
157
271
$10K 0.01%
144
272
$10K 0.01%
+9
273
$9K 0.01%
73
274
$9K 0.01%
72
275
$9K 0.01%
315
9 10
11
12 13