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
$223M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.29M
3
+$1.26M
4
AGGP
IQ Enhanced Core Plus Bond U.S. ETF
AGGP
+$1.01M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$827K

Top Sells

1
+$1.19M
2
+$1.06M
3
+$934K
4
WST icon
West Pharmaceutical
WST
+$825K
5
NKE icon
Nike
NKE
+$792K

Sector Composition

1 Healthcare 4.44%
2 Technology 2.6%
3 Financials 2.2%
4 Industrials 1.27%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
+63
277
$8K ﹤0.01%
418
278
$8K ﹤0.01%
49
279
$8K ﹤0.01%
207
280
$8K ﹤0.01%
237
281
$8K ﹤0.01%
200
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$8K ﹤0.01%
885
283
$8K ﹤0.01%
+81
284
$7K ﹤0.01%
+160
285
$7K ﹤0.01%
+352
286
$7K ﹤0.01%
+586
287
$7K ﹤0.01%
242
288
$7K ﹤0.01%
229
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$7K ﹤0.01%
110
290
$7K ﹤0.01%
100
291
$7K ﹤0.01%
67
292
$7K ﹤0.01%
132
293
$7K ﹤0.01%
63
294
$7K ﹤0.01%
1,520
295
$7K ﹤0.01%
+173
296
$6K ﹤0.01%
72
297
$6K ﹤0.01%
+186
298
$6K ﹤0.01%
71
+50
299
$6K ﹤0.01%
545
300
$6K ﹤0.01%
248
10 11
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