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
326
$3K ﹤0.01%
11
327
$3K ﹤0.01%
76
328
$3K ﹤0.01%
+106
329
$3K ﹤0.01%
500
330
$3K ﹤0.01%
20
331
$3K ﹤0.01%
+48
332
$3K ﹤0.01%
+85
333
$3K ﹤0.01%
+80
334
$3K ﹤0.01%
+24
335
$2K ﹤0.01%
+28
336
$2K ﹤0.01%
+57
337
$2K ﹤0.01%
76
338
$2K ﹤0.01%
+159
339
$2K ﹤0.01%
84
340
$2K ﹤0.01%
38
341
$2K ﹤0.01%
+21
342
$2K ﹤0.01%
56
343
$2K ﹤0.01%
37
344
$2K ﹤0.01%
167
345
$2K ﹤0.01%
100
346
$2K ﹤0.01%
350
347
$2K ﹤0.01%
50
348
$2K ﹤0.01%
+103
349
$2K ﹤0.01%
+35
350
$2K ﹤0.01%
42
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