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
$145M
AUM Growth
+$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Sells

1 +$179M
2 +$1.31M
3 +$1.3M
4
STT icon
State Street
STT
+$287K
5
IBM icon
IBM
IBM
+$181K

Sector Composition

1 Healthcare 6.83%
2 Financials 5.77%
3 Technology 2.74%
4 Industrials 2.69%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K 0.01%
105
302
$8K 0.01%
506
303
$8K 0.01%
3,470
304
$8K 0.01%
+20
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$7K ﹤0.01%
157
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10
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560
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$7K ﹤0.01%
50
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$7K ﹤0.01%
100
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$7K ﹤0.01%
+375
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$7K ﹤0.01%
107
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$7K ﹤0.01%
+100
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$6K ﹤0.01%
+100
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$6K ﹤0.01%
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$6K ﹤0.01%
103
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$6K ﹤0.01%
277
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$5K ﹤0.01%
299