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
$220M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.34%
2 Financials 2.3%
3 Technology 2.21%
4 Consumer Discretionary 1.99%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K ﹤0.01%
207
302
$9K ﹤0.01%
100
303
$9K ﹤0.01%
200
304
$8K ﹤0.01%
299
305
$8K ﹤0.01%
560
306
$7K ﹤0.01%
691
307
$7K ﹤0.01%
+170
308
$7K ﹤0.01%
50
309
$7K ﹤0.01%
100
310
$7K ﹤0.01%
545
311
$7K ﹤0.01%
132
312
$7K ﹤0.01%
130
-406
313
$7K ﹤0.01%
277
314
$6K ﹤0.01%
245
315
$6K ﹤0.01%
56
316
$6K ﹤0.01%
200
317
$6K ﹤0.01%
100
318
$6K ﹤0.01%
178
319
$5K ﹤0.01%
200
-8,325
320
$5K ﹤0.01%
90
321
$5K ﹤0.01%
46
322
$5K ﹤0.01%
45
323
$5K ﹤0.01%
500
324
$5K ﹤0.01%
292
325
$5K ﹤0.01%
25