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
$223M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.29M
3
+$1.26M
4
AGGP
IQ Enhanced Core Plus Bond U.S. ETF
AGGP
+$1.01M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$827K

Top Sells

1
+$1.19M
2
+$1.06M
3
+$934K
4
WST icon
West Pharmaceutical
WST
+$825K
5
NKE icon
Nike
NKE
+$792K

Sector Composition

1 Healthcare 4.44%
2 Technology 2.6%
3 Financials 2.2%
4 Industrials 1.27%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K 0.01%
150
252
$13K 0.01%
100
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$13K 0.01%
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205
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$12K 0.01%
323
+41
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$12K 0.01%
86
-1
257
$12K 0.01%
500
258
$12K 0.01%
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+77
259
$12K 0.01%
73
260
$11K ﹤0.01%
+64
261
$11K ﹤0.01%
220
262
$11K ﹤0.01%
72
+32
263
$11K ﹤0.01%
+102
264
$11K ﹤0.01%
+126
265
$11K ﹤0.01%
453
-226
266
$10K ﹤0.01%
200
267
$10K ﹤0.01%
+83
268
$10K ﹤0.01%
400
-40
269
$10K ﹤0.01%
2,729
270
$9K ﹤0.01%
100
271
$9K ﹤0.01%
+166
272
$9K ﹤0.01%
+66
273
$9K ﹤0.01%
100
274
$9K ﹤0.01%
200
275
$9K ﹤0.01%
+96
9 10
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