BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.9M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$920K
3
+$854K
4
ABT icon
Abbott
ABT
+$653K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$390K

Top Sells

1
+$927K
2
+$98.2K
3
+$59K
4
CSCO icon
Cisco
CSCO
+$54.7K
5
UNH icon
UnitedHealth
UNH
+$53.8K

Sector Composition

1 Healthcare 8.8%
2 Financials 7.39%
3 Industrials 3.76%
4 Technology 3.42%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$611K 0.66%
8,219
+30
27
$584K 0.64%
13,451
28
$525K 0.57%
5,500
29
$516K 0.56%
6,468
+200
30
$441K 0.48%
9,350
31
$441K 0.48%
17,055
+10,925
32
$417K 0.45%
16,973
+637
33
$414K 0.45%
12,702
-896
34
$413K 0.45%
1,270
35
$392K 0.43%
3,960
36
$389K 0.42%
4,670
-275
37
$384K 0.42%
3,365
38
$369K 0.4%
6,792
+42
39
$343K 0.37%
1,255
+1
40
$325K 0.35%
7,351
+1
41
$321K 0.35%
7,910
42
$321K 0.35%
7,944
43
$294K 0.32%
27,018
-330
44
$279K 0.3%
4,000
45
$277K 0.3%
4,361
+1,066
46
$277K 0.3%
3,600
47
$269K 0.29%
2,796
48
$269K 0.29%
3,970
+1
49
$261K 0.28%
3,911
50
$259K 0.28%
5,558
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