BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
1-Year Return
14.58%
This Quarter Return
-12.38%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$223M
AUM Growth
-$33.7M
(-13%)
Cap. Flow
+$1.93M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
73.82%
Holding
441
New
99
Increased
59
Reduced
55
Closed
28
Top Buys
Top Sells
| 1 |
SPDR SSGA Global Allocation ETF
GAL
|
$1.19M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.06M |
| 3 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
$934K |
| 4 |
West Pharmaceutical
WST
|
$825K |
| 5 |
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% |
