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
451
$2K ﹤0.01%
42
452
$2K ﹤0.01%
+61
453
$2K ﹤0.01%
167
454
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52
455
$1K ﹤0.01%
66
456
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1
457
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69
458
$1K ﹤0.01%
19
459
$1K ﹤0.01%
84
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$1K ﹤0.01%
57
+1
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7
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15
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1
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20
-180
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50
466
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+38
467
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468
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69
+1
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$1K ﹤0.01%
2
470
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3
471
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47
472
$1K ﹤0.01%
+3
473
$1K ﹤0.01%
20
474
$1K ﹤0.01%
42
475
$1K ﹤0.01%
28