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
301
$6K 0.01%
53
302
$6K 0.01%
2,625
303
$6K 0.01%
132
304
$5K 0.01%
104
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$5K 0.01%
131
+3
306
$5K 0.01%
100
307
$5K 0.01%
+1,200
308
$5K 0.01%
70
309
$5K 0.01%
317
310
$5K 0.01%
47
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4
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$5K 0.01%
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$4K ﹤0.01%
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84
+2
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$4K ﹤0.01%
+100
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30
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$3K ﹤0.01%
100
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$3K ﹤0.01%
119
323
$3K ﹤0.01%
+70
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$3K ﹤0.01%
216
325
$3K ﹤0.01%
183