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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$4K ﹤0.01%
+77
377
$4K ﹤0.01%
+23
378
$4K ﹤0.01%
+147
379
$4K ﹤0.01%
10
380
$4K ﹤0.01%
245
381
$4K ﹤0.01%
+28
382
$4K ﹤0.01%
+59
383
$4K ﹤0.01%
+87
384
$4K ﹤0.01%
100
385
$4K ﹤0.01%
10
386
$4K ﹤0.01%
+97
387
$4K ﹤0.01%
+72
388
$4K ﹤0.01%
+61
389
$4K ﹤0.01%
317
390
$4K ﹤0.01%
+57
391
$4K ﹤0.01%
+156
392
$4K ﹤0.01%
339
+156
393
$4K ﹤0.01%
+100
394
$4K ﹤0.01%
155
+150
395
$4K ﹤0.01%
+279
396
$4K ﹤0.01%
26
397
$4K ﹤0.01%
157
398
$4K ﹤0.01%
100
399
$4K ﹤0.01%
+292
400
$4K ﹤0.01%
2,625