BWA

Burt Wealth Advisors Portfolio holdings

AUM $437M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$5K ﹤0.01%
+231
352
$5K ﹤0.01%
+298
353
$5K ﹤0.01%
+288
354
$5K ﹤0.01%
+144
355
$5K ﹤0.01%
51
356
$5K ﹤0.01%
250
+150
357
$5K ﹤0.01%
+501
358
$5K ﹤0.01%
+100
359
$5K ﹤0.01%
+294
360
$5K ﹤0.01%
71
+1
361
$5K ﹤0.01%
+92
362
$5K ﹤0.01%
134
363
$5K ﹤0.01%
500
364
$5K ﹤0.01%
163
+1
365
$5K ﹤0.01%
+324
366
$5K ﹤0.01%
+102
367
$5K ﹤0.01%
2
-2
368
$5K ﹤0.01%
300
-250
369
$5K ﹤0.01%
53
370
$5K ﹤0.01%
+286
371
$5K ﹤0.01%
270
372
$5K ﹤0.01%
+195
373
$5K ﹤0.01%
3,470
374
$4K ﹤0.01%
+75
375
$4K ﹤0.01%
+115