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
$299M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.1M
3
+$5.53M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.21M

Top Sells

1
+$17.3M
2
+$11.1M
3
+$3.41M
4
CACI icon
CACI
CACI
+$3.13M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$2.49M

Sector Composition

1 Technology 13.48%
2 Healthcare 5.62%
3 Industrials 1.42%
4 Consumer Discretionary 0.97%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.42%
54,448
+30,954
27
$1.07M 0.36%
34,585
+12,900
28
$1.05M 0.35%
36,004
+29,277
29
$1.03M 0.34%
16,594
+5,095
30
$970K 0.32%
2,651
-33
31
$937K 0.31%
14,805
+5,680
32
$874K 0.29%
19,373
+10,834
33
$853K 0.29%
+10,160
34
$843K 0.28%
5,984
+504
35
$823K 0.28%
5,358
-532
36
$772K 0.26%
15,063
+114
37
$759K 0.25%
5,096
-892
38
$748K 0.25%
3,614
39
$747K 0.25%
5,571
+114
40
$724K 0.24%
+2,755
41
$701K 0.23%
5,851
42
$688K 0.23%
+28,092
43
$670K 0.22%
7,906
44
$656K 0.22%
12,365
-3,180
45
$611K 0.2%
+13,000
46
$606K 0.2%
5,458
+186
47
$602K 0.2%
6,747
-27,869
48
$594K 0.2%
42,800
49
$583K 0.2%
4,985
50
$571K 0.19%
12,836
-918
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