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
251
$17K 0.01%
350
252
$17K 0.01%
+200
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$17K 0.01%
520
254
$16K 0.01%
400
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$16K 0.01%
150
256
$15K 0.01%
98
257
$15K 0.01%
146
+46
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$14K 0.01%
1,000
259
$13K 0.01%
242
260
$13K 0.01%
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-3
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+2
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$13K 0.01%
950
+450
263
$13K 0.01%
360
+90
264
$13K 0.01%
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265
$12K 0.01%
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266
$12K 0.01%
48
267
$12K 0.01%
102
268
$12K 0.01%
972
269
$11K 0.01%
+299
270
$11K 0.01%
186
271
$11K 0.01%
315
272
$11K 0.01%
501
273
$11K 0.01%
105
274
$11K 0.01%
107
275
$11K 0.01%
73
9 10
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12 13