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
$290M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Sells

1 +$5.77M
2 +$455K
3 +$250K
4
UGI icon
UGI
UGI
+$119K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$116K

Sector Composition

1 Healthcare 4.44%
2 Technology 3.08%
3 Financials 1.72%
4 Consumer Discretionary 1.5%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
+18
427
-59
428
-70
429
$0 ﹤0.01%
445
430
$0 ﹤0.01%
3