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
$91.9M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$920K
3
+$854K
4
ABT icon
Abbott
ABT
+$653K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$390K

Top Sells

1
+$927K
2
+$98.2K
3
+$59K
4
CSCO icon
Cisco
CSCO
+$54.7K
5
UNH icon
UnitedHealth
UNH
+$53.8K

Sector Composition

1 Healthcare 8.8%
2 Financials 7.39%
3 Industrials 3.76%
4 Technology 3.42%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K 0.01%
144
277
$8K 0.01%
+200
278
$8K 0.01%
2,250
279
$8K 0.01%
112
280
$8K 0.01%
150
281
$8K 0.01%
105
282
$8K 0.01%
+3,470
283
$8K 0.01%
277
284
$8K 0.01%
107
285
$8K 0.01%
100
286
$8K 0.01%
500
-300
287
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+100
288
$7K 0.01%
+560
289
$7K 0.01%
100
290
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100
291
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+225
292
$7K 0.01%
500
293
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+400
294
$7K 0.01%
80
295
$7K 0.01%
55
-12
296
$6K 0.01%
134
297
$6K 0.01%
245
298
$6K 0.01%
+100
299
$6K 0.01%
+232
300
$6K 0.01%
545
10 11
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