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
$161M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$131K
3
+$113K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$103K
5
GE icon
GE Aerospace
GE
+$98.6K

Top Sells

1
+$186K
2
+$184K
3
+$161K
4
FRT icon
Federal Realty Investment Trust
FRT
+$149K
5
RSP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K 0.01%
162
+42
277
$9K 0.01%
378
+79
278
$9K 0.01%
87
279
$9K 0.01%
72
280
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49
281
$9K 0.01%
100
282
$9K 0.01%
112
283
$8K 0.01%
72
284
$8K 0.01%
560
285
$8K 0.01%
50
286
$8K 0.01%
150
287
$8K 0.01%
183
288
$8K 0.01%
506
289
$8K 0.01%
2,019
-5,500
290
$7K ﹤0.01%
10
291
$7K ﹤0.01%
501
292
$7K ﹤0.01%
545
293
$7K ﹤0.01%
132
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294
$7K ﹤0.01%
130
295
$7K ﹤0.01%
292
296
$7K ﹤0.01%
277
297
$6K ﹤0.01%
70
+59
298
$6K ﹤0.01%
245
299
$6K ﹤0.01%
10
300
$6K ﹤0.01%
342
+25
10 11
12
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