BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Fund
S&P 500
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
+$357K
2
+$131K
3
+$112K
4
AXP icon
American Express
AXP
+$108K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$103K

Top Sells

1
+$181K
2
+$179K
3
+$156K
4
FRT icon
Federal Realty Investment Trust
FRT
+$149K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$126K

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
326
$3K ﹤0.01%
+80
327
$3K ﹤0.01%
+24
328
$3K ﹤0.01%
500
329
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20
330
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+18
331
$3K ﹤0.01%
216
332
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11
333
$3K ﹤0.01%
76
334
$3K ﹤0.01%
+106
335
$2K ﹤0.01%
+21
336
$2K ﹤0.01%
42
337
$2K ﹤0.01%
+53
338
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100
339
$2K ﹤0.01%
37
340
$2K ﹤0.01%
29
341
$2K ﹤0.01%
+28
342
$2K ﹤0.01%
167
343
$2K ﹤0.01%
100
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$2K ﹤0.01%
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50
346
$2K ﹤0.01%
76
347
$2K ﹤0.01%
+159
348
$2K ﹤0.01%
84
349
$2K ﹤0.01%
38
350
$2K ﹤0.01%
+103
12 13
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