BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
This Quarter Return
+1.11%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$112M
AUM Growth
+$112M
(+20%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
14.77%
Top 10 Holdings %
Top 10 Hldgs %
60.24%
Holding
443
New
30
Increased
87
Reduced
43
Closed
33
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$802K |
| 2 |
GE Aerospace
GE
|
$276K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$178K |
| 4 |
Direxion Daily S&P 500 Bear 3x Shares
SPXS
|
$152K |
| 5 |
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
|
$149K |
Sector Composition
| 1 | Healthcare | 7.21% |
| 2 | Financials | 3.53% |
| 3 | Technology | 3.18% |
| 4 | Industrials | 3.1% |
| 5 | Energy | 2.29% |