BWA

Burt Wealth Advisors Portfolio holdings

AUM $437M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$7K 0.01%
500
327
$7K 0.01%
+119
328
$7K 0.01%
132
329
$6K ﹤0.01%
+209
330
$6K ﹤0.01%
71
331
$6K ﹤0.01%
157
332
$6K ﹤0.01%
279
-450
333
$6K ﹤0.01%
+250
334
$6K ﹤0.01%
+195
335
$6K ﹤0.01%
+72
336
$6K ﹤0.01%
+49
337
$6K ﹤0.01%
+850
338
$6K ﹤0.01%
+206
339
$6K ﹤0.01%
+365
340
$6K ﹤0.01%
239
+4
341
$6K ﹤0.01%
545
342
$6K ﹤0.01%
500
343
$6K ﹤0.01%
75
+67
344
$6K ﹤0.01%
300
-200
345
$6K ﹤0.01%
+70
346
$6K ﹤0.01%
+98
347
$6K ﹤0.01%
55
348
$6K ﹤0.01%
277
349
$6K ﹤0.01%
+540
350
$6K ﹤0.01%
+427