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
401
$4K ﹤0.01%
+200
402
$4K ﹤0.01%
+42
403
$4K ﹤0.01%
+70
404
$3K ﹤0.01%
+76
405
$3K ﹤0.01%
104
406
$3K ﹤0.01%
133
407
$3K ﹤0.01%
100
408
$3K ﹤0.01%
350
409
$3K ﹤0.01%
+84
410
$3K ﹤0.01%
35
411
$3K ﹤0.01%
+91
412
$3K ﹤0.01%
73
+67
413
$3K ﹤0.01%
88
414
$3K ﹤0.01%
+79
415
$3K ﹤0.01%
247
416
$3K ﹤0.01%
+110
417
$3K ﹤0.01%
+45
418
$3K ﹤0.01%
+53
419
$3K ﹤0.01%
+161
420
$3K ﹤0.01%
+83
421
$3K ﹤0.01%
+328
422
$3K ﹤0.01%
30
423
$3K ﹤0.01%
150
424
$3K ﹤0.01%
+137
425
$3K ﹤0.01%
100