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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K 0.01%
110
302
$8K 0.01%
348
+2
303
$8K 0.01%
+224
304
$8K 0.01%
100
+68
305
$8K 0.01%
+609
306
$8K 0.01%
112
307
$8K 0.01%
105
308
$7K 0.01%
+299
309
$7K 0.01%
+100
310
$7K 0.01%
560
311
$7K 0.01%
283
+246
312
$7K 0.01%
100
313
$7K 0.01%
+107
314
$7K 0.01%
+199
315
$7K 0.01%
107
316
$7K 0.01%
132
317
$7K 0.01%
7
+4
318
$7K 0.01%
+143
319
$7K 0.01%
+71
320
$7K 0.01%
+104
321
$7K 0.01%
+862
322
$7K 0.01%
+1,515
323
$7K 0.01%
107
324
$7K 0.01%
+124
325
$7K 0.01%
+167