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
$223M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.29M
3
+$1.26M
4
AGGP
IQ Enhanced Core Plus Bond U.S. ETF
AGGP
+$1.01M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$827K

Top Sells

1
+$1.19M
2
+$1.06M
3
+$934K
4
WST icon
West Pharmaceutical
WST
+$825K
5
NKE icon
Nike
NKE
+$792K

Sector Composition

1 Healthcare 4.44%
2 Technology 2.6%
3 Financials 2.2%
4 Industrials 1.27%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
+38
327
$3K ﹤0.01%
128
328
$3K ﹤0.01%
159
329
$3K ﹤0.01%
+312
330
$3K ﹤0.01%
11
331
$3K ﹤0.01%
+129
332
$3K ﹤0.01%
+43
333
$3K ﹤0.01%
126
+73
334
$3K ﹤0.01%
247
335
$3K ﹤0.01%
387
336
$3K ﹤0.01%
65
337
$3K ﹤0.01%
+99
338
$2K ﹤0.01%
+32
339
$2K ﹤0.01%
48
340
$2K ﹤0.01%
316
+216
341
$2K ﹤0.01%
506
342
$2K ﹤0.01%
+181
343
$2K ﹤0.01%
+22
344
$2K ﹤0.01%
+44
345
$2K ﹤0.01%
+16
346
$2K ﹤0.01%
+77
347
$2K ﹤0.01%
+96
348
$2K ﹤0.01%
+148
349
$2K ﹤0.01%
35
350
$2K ﹤0.01%
105
12 13
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15 16