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
$112M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$2.28M
3
+$1.49M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.3M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.21M

Top Sells

1
+$802K
2
+$276K
3
+$178K
4
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
+$149K
5
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$144K

Sector Composition

1 Healthcare 7.21%
2 Financials 3.53%
3 Technology 3.18%
4 Industrials 3.1%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
6
377
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38
378
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53
379
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2
380
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6
381
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12
382
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47
383
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34
384
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18
385
$1K ﹤0.01%
500
386
$1K ﹤0.01%
18
387
$1K ﹤0.01%
40
388
$1K ﹤0.01%
60
389
$1K ﹤0.01%
14
390
$1K ﹤0.01%
+50
391
$1K ﹤0.01%
7
392
$1K ﹤0.01%
12
393
$1K ﹤0.01%
45
394
$1K ﹤0.01%
15
395
$1K ﹤0.01%
2,625
396
– –
-250
397
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398
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399
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-145
400
– –
-224
14 15
16
17 18