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
$112M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$2.28M
3
+$1.49M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.3M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.21M

Top Sells

1
+$802K
2
+$276K
3
+$178K
4
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
+$149K
5
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$144K

Sector Composition

1 Healthcare 7.21%
2 Financials 3.53%
3 Technology 3.18%
4 Industrials 3.1%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$661K 0.59%
7,999
-219
27
$657K 0.59%
7,811
+50
28
$651K 0.58%
12,673
+350
29
$558K 0.5%
5,384
-116
30
$553K 0.49%
47,820
+39,995
31
$530K 0.47%
4,340
32
$527K 0.47%
6,913
+23
33
$517K 0.46%
21,199
+6,195
34
$498K 0.44%
23,102
+10,435
35
$470K 0.42%
9,646
-1,800
36
$469K 0.42%
12,520
+1,000
37
$461K 0.41%
14,948
+2,145
38
$453K 0.4%
7,297
+180
39
$451K 0.4%
9,608
+180
40
$424K 0.38%
16,818
+16,160
41
$392K 0.35%
7,342
+623
42
$386K 0.34%
4,470
+321
43
$374K 0.33%
7,943
44
$355K 0.32%
11,037
+3,489
45
$351K 0.31%
29,316
-888
46
$350K 0.31%
3,357
+86
47
$339K 0.3%
7,910
48
$327K 0.29%
5,601
+171
49
$326K 0.29%
6,350
-1,000
50
$320K 0.29%
57,175
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