BWA

Burt Wealth Advisors Portfolio holdings

AUM $437M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9K 0.01%
100
277
$9K 0.01%
210
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$9K 0.01%
225
279
$9K 0.01%
498
+4
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$9K 0.01%
300
281
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100
282
$9K 0.01%
73
283
$9K 0.01%
384
+5
284
$9K 0.01%
397
+3
285
$9K 0.01%
+256
286
$9K 0.01%
100
287
$8K 0.01%
100
288
$8K 0.01%
72
-11
289
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144
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+475
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110
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$8K 0.01%
348
+2
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$8K 0.01%
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294
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100
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$8K 0.01%
+609
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$8K 0.01%
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298
$8K 0.01%
112
299
$8K 0.01%
300
300
$8K 0.01%
105