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
$112M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$2.28M
3
+$1.49M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.3M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.21M

Top Sells

1
+$802K
2
+$276K
3
+$178K
4
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
+$149K
5
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$144K

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%
50
302
$6K 0.01%
+95
303
$6K 0.01%
80
-15
304
$6K 0.01%
151
+1
305
$6K 0.01%
+200
306
$6K 0.01%
130
307
$6K 0.01%
53
308
$6K 0.01%
277
309
$5K ﹤0.01%
299
-1,269
310
$5K ﹤0.01%
77
311
$5K ﹤0.01%
100
312
$5K ﹤0.01%
10
313
$5K ﹤0.01%
115
314
$5K ﹤0.01%
100
315
$5K ﹤0.01%
339
316
$5K ﹤0.01%
47
317
$5K ﹤0.01%
26
318
$5K ﹤0.01%
292
319
$5K ﹤0.01%
270
320
$4K ﹤0.01%
+77
321
$4K ﹤0.01%
245
322
$4K ﹤0.01%
35
323
$4K ﹤0.01%
317
324
$4K ﹤0.01%
247
325
$4K ﹤0.01%
300
-1,050
11 12
13
14 15