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
351
$2K ﹤0.01%
56
352
$2K ﹤0.01%
37
353
$2K ﹤0.01%
29
354
$2K ﹤0.01%
167
355
$1K ﹤0.01%
30
356
$1K ﹤0.01%
20
357
$1K ﹤0.01%
20
358
$1K ﹤0.01%
53
359
$1K ﹤0.01%
6
360
$1K ﹤0.01%
47
361
$1K ﹤0.01%
10
-37
362
$1K ﹤0.01%
34
363
$1K ﹤0.01%
18
364
$1K ﹤0.01%
100
365
$1K ﹤0.01%
60
366
$1K ﹤0.01%
17
367
$1K ﹤0.01%
26
368
$1K ﹤0.01%
65
+4
369
– –
-157
370
$0 ﹤0.01%
5
371
$0 ﹤0.01%
2
372
– –
0
373
$0 ﹤0.01%
+5
374
– –
-1,140
375
– –
-100
13 14
15
16 17