BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
This Quarter Return
-8.42%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$80.4M
AUM Growth
+$80.4M
(-13%)
Cap. Flow
-$2.38M
Cap. Flow
% of AUM
-2.96%
Top 10 Holdings %
Top 10 Hldgs %
61.68%
Holding
428
New
35
Increased
68
Reduced
33
Closed
25
Top Buys
Top Sells
| 1 |
Merck
MRK
|
$4.55M |
| 2 |
ISL
Aberdeen Israel Fund, Inc.
ISL
|
$854K |
| 3 |
Schwab US TIPS ETF
SCHP
|
$572K |
| 4 |
AbbVie
ABBV
|
$353K |
| 5 |
WGL
Wgl Holdings
WGL
|
$306K |
Sector Composition
| 1 | Healthcare | 8.08% |
| 2 | Industrials | 3.92% |
| 3 | Financials | 3.65% |
| 4 | Technology | 3.58% |
| 5 | Energy | 2.84% |
