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
326
$4K ﹤0.01%
45
327
$4K ﹤0.01%
385
328
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4
329
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20
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$4K ﹤0.01%
157
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$3K ﹤0.01%
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100
333
$3K ﹤0.01%
350
334
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+75
335
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17
336
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+75
337
$3K ﹤0.01%
216
338
$3K ﹤0.01%
90
339
$3K ﹤0.01%
+90
340
$3K ﹤0.01%
30
341
$2K ﹤0.01%
167
342
$2K ﹤0.01%
11
343
$2K ﹤0.01%
84
344
$2K ﹤0.01%
76
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$2K ﹤0.01%
28
347
$2K ﹤0.01%
100
348
$2K ﹤0.01%
134
349
$2K ﹤0.01%
167
350
$2K ﹤0.01%
+77
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