BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
This Quarter Return
+8.55%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$290M
AUM Growth
+$290M
(+8.5%)
Cap. Flow
+$1.77M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
72.54%
Holding
430
New
22
Increased
48
Reduced
38
Closed
33
Top Buys
Top Sells
| 1 |
FM
iShares Frontier and Select EM ETF
FM
|
$5.77M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$455K |
| 3 |
Midland States Bancorp
MSBI
|
$250K |
| 4 |
UGI
UGI
|
$119K |
| 5 |
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% |