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
351
$2K ﹤0.01%
+58
352
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+19
353
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60
354
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355
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+44
356
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357
$2K ﹤0.01%
500
358
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359
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360
$2K ﹤0.01%
445
361
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11
362
$1K ﹤0.01%
+38
363
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48
364
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+60
365
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+43
366
$1K ﹤0.01%
10
367
$1K ﹤0.01%
+151
368
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+86
369
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370
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+57
371
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+162
372
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76
373
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24
374
$1K ﹤0.01%
216
375
$1K ﹤0.01%
+31
13 14
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