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
$112M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 7.21%
2 Financials 3.53%
3 Technology 3.18%
4 Industrials 3.1%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1K ﹤0.01%
20
352
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75
353
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42
354
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5
355
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+8
356
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286
357
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100
358
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3
-24
359
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360
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6
361
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1
362
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+11
363
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+17
364
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30
365
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2
366
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62
367
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7
368
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15
369
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1
370
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20
371
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50
372
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76
373
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1
374
$1K ﹤0.01%
69
375
$1K ﹤0.01%
2