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
376
$1K ﹤0.01%
+142
377
$1K ﹤0.01%
+44
378
$1K ﹤0.01%
178
379
$1K ﹤0.01%
103
380
$1K ﹤0.01%
+57
381
$1K ﹤0.01%
+129
382
$1K ﹤0.01%
+33
383
$1K ﹤0.01%
+62
384
$1K ﹤0.01%
+75
385
$1K ﹤0.01%
+196
386
$1K ﹤0.01%
+23
387
$1K ﹤0.01%
+239
388
$1K ﹤0.01%
33
389
$1K ﹤0.01%
+46
390
$1K ﹤0.01%
+16
391
$1K ﹤0.01%
+103
392
$1K ﹤0.01%
+59
393
$1K ﹤0.01%
50
394
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+119
395
$1K ﹤0.01%
5
-4,123
396
$1K ﹤0.01%
+7
397
$1K ﹤0.01%
+90
398
$1K ﹤0.01%
+145
399
$1K ﹤0.01%
+77
400
$1K ﹤0.01%
+46
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