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
$161M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$131K
3
+$113K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$103K
5
GE icon
GE Aerospace
GE
+$98.6K

Top Sells

1
+$186K
2
+$184K
3
+$161K
4
FRT icon
Federal Realty Investment Trust
FRT
+$149K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$129K

Sector Composition

1 Healthcare 6.44%
2 Financials 2.93%
3 Technology 2.62%
4 Industrials 2.55%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K ﹤0.01%
100
302
$5K ﹤0.01%
76
303
$5K ﹤0.01%
+150
304
$5K ﹤0.01%
56
305
$5K ﹤0.01%
100
306
$5K ﹤0.01%
69
307
$5K ﹤0.01%
45
308
$5K ﹤0.01%
4
309
$5K ﹤0.01%
26
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$5K ﹤0.01%
+25
311
$4K ﹤0.01%
60
312
$4K ﹤0.01%
+103
313
$4K ﹤0.01%
50
314
$4K ﹤0.01%
35
315
$4K ﹤0.01%
+110
316
$4K ﹤0.01%
115
317
$4K ﹤0.01%
+178
318
$4K ﹤0.01%
+300
319
$4K ﹤0.01%
210
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$4K ﹤0.01%
216
321
$4K ﹤0.01%
247
322
$4K ﹤0.01%
90
323
$4K ﹤0.01%
103
324
$3K ﹤0.01%
+48
325
$3K ﹤0.01%
+18
11 12
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