BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
1-Year Return
14.58%
This Quarter Return
+4.59%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$161M
AUM Growth
+$8.03M
(+5.3%)
Cap. Flow
+$1.39M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
71.04%
Holding
408
New
40
Increased
81
Reduced
30
Closed
11
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$361K |
| 2 |
Johnson & Johnson
JNJ
|
$131K |
| 3 |
American Express
AXP
|
$113K |
| 4 |
Schwab US TIPS ETF
SCHP
|
$103K |
| 5 |
GE Aerospace
GE
|
$98.6K |
Top Sells
| 1 |
Truist Financial
TFC
|
$186K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$184K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$161K |
| 4 |
Federal Realty Investment Trust
FRT
|
$149K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$129K |
Sector Composition
| 1 | Healthcare | 6.44% |
| 2 | Financials | 2.93% |
| 3 | Technology | 2.62% |
| 4 | Industrials | 2.55% |
| 5 | Consumer Discretionary | 2.17% |
