BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 7.21%
2 Financials 3.53%
3 Technology 3.18%
4 Industrials 3.1%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6K 0.01%
10
302
$6K 0.01%
80
-15
303
$6K 0.01%
151
+1
304
$6K 0.01%
+200
305
$6K 0.01%
130
306
$6K 0.01%
53
307
$6K 0.01%
277
308
$5K ﹤0.01%
47
309
$5K ﹤0.01%
26
310
$5K ﹤0.01%
292
311
$5K ﹤0.01%
270
312
$5K ﹤0.01%
10
313
$5K ﹤0.01%
115
314
$5K ﹤0.01%
100
315
$5K ﹤0.01%
339
316
$5K ﹤0.01%
299
-1,269
317
$5K ﹤0.01%
77
318
$5K ﹤0.01%
100
319
$4K ﹤0.01%
+77
320
$4K ﹤0.01%
245
321
$4K ﹤0.01%
20
322
$4K ﹤0.01%
157
323
$4K ﹤0.01%
35
324
$4K ﹤0.01%
317
325
$4K ﹤0.01%
247