BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Fund
S&P 500
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
+$357K
2
+$131K
3
+$112K
4
AXP icon
American Express
AXP
+$108K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$103K

Top Sells

1
+$181K
2
+$179K
3
+$156K
4
FRT icon
Federal Realty Investment Trust
FRT
+$149K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$126K

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%
+200
252
$17K 0.01%
520
253
$17K 0.01%
101
254
$16K 0.01%
400
255
$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%
207
-3
260
$13K 0.01%
242
261
$13K 0.01%
360
+90
262
$13K 0.01%
200
263
$13K 0.01%
194
+2
264
$13K 0.01%
950
+450
265
$12K 0.01%
102
266
$12K 0.01%
229
267
$12K 0.01%
48
268
$12K 0.01%
972
269
$11K 0.01%
501
270
$11K 0.01%
105
271
$11K 0.01%
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272
$11K 0.01%
186
273
$11K 0.01%
107
274
$11K 0.01%
73
275
$11K 0.01%
315
9 10
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