BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
This Quarter Return
+2.22%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$98.2M
AUM Growth
+$98.2M
(+4.4%)
Cap. Flow
+$1.5M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
69.62%
Holding
390
New
30
Increased
41
Reduced
41
Closed
18
Top Buys
Top Sells
| 1 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$3.29M |
| 2 |
Invesco S&P 500 Downside Hedged ETF
PHDG
|
$2.42M |
| 3 |
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
|
$2.36M |
| 4 |
SPDR SSGA Global Allocation ETF
GAL
|
$1.93M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$224K |
Sector Composition
| 1 | Healthcare | 6.62% |
| 2 | Industrials | 3.4% |
| 3 | Financials | 3.36% |
| 4 | Technology | 3.04% |
| 5 | Energy | 2.69% |