BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.28M
3
+$813K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$445K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$351K

Top Sells

1
+$10.7M
2
+$3.28M
3
+$370K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$310K
5
AAPL icon
Apple
AAPL
+$302K

Sector Composition

1 Healthcare 4.36%
2 Technology 2.98%
3 Financials 1.57%
4 Consumer Discretionary 1.34%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
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