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
$161M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$131K
3
+$113K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$103K
5
GE icon
GE Aerospace
GE
+$98.6K

Top Sells

1
+$186K
2
+$184K
3
+$161K
4
FRT icon
Federal Realty Investment Trust
FRT
+$149K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$129K

Sector Composition

1 Healthcare 6.44%
2 Financials 2.93%
3 Technology 2.62%
4 Industrials 2.55%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$642K 0.4%
4,347
+2
27
$636K 0.4%
11,878
-445
28
$616K 0.38%
4,593
29
$582K 0.36%
9,646
30
$580K 0.36%
6,760
+17
31
$539K 0.34%
5,036
+357
32
$524K 0.33%
3,015
33
$510K 0.32%
27,798
-1,518
34
$475K 0.3%
13,826
+112
35
$467K 0.29%
4,597
+7
36
$462K 0.29%
8,986
-224
37
$460K 0.29%
4,277
+800
38
$450K 0.28%
5,376
+1,178
39
$425K 0.26%
7,910
40
$417K 0.26%
15,780
+782
41
$416K 0.26%
8,591
-195
42
$405K 0.25%
8,838
-107
43
$400K 0.25%
7,552
+483
44
$388K 0.24%
6,350
45
$378K 0.24%
6,166
+74
46
$376K 0.23%
6,192
+977
47
$373K 0.23%
13,355
+211
48
$354K 0.22%
2,249
-255
49
$349K 0.22%
4,130
-200
50
$345K 0.21%
3,475
+1,139
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