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
$98.2M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Sells

1 +$3.28M
2 +$2.42M
3 +$2.36M
4
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$1.93M
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
3
-4
377
$0 ﹤0.01%
1
378
$0 ﹤0.01%
+630
379
-55