BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
1-Year Return
14.58%
This Quarter Return
+1.39%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$271M
AUM Growth
-$18.9M
(-6.5%)
Cap. Flow
-$22M
Cap. Flow
% of AUM
-8.1%
Top 10 Holdings %
Top 10 Hldgs %
74.7%
Holding
397
New
–
Increased
24
Reduced
29
Closed
306
Top Buys
Top Sells
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$10.7M |
| 2 |
AGGP
IQ Enhanced Core Plus Bond U.S. ETF
AGGP
|
$3.28M |
| 3 |
UnitedHealth
UNH
|
$397K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$318K |
| 5 |
Apple
AAPL
|
$287K |
Sector Composition
| 1 | Healthcare | 4.36% |
| 2 | Technology | 2.98% |
| 3 | Financials | 1.57% |
| 4 | Consumer Discretionary | 1.34% |
| 5 | Industrials | 1.04% |
