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
$406M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$870K
3
+$720K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$367K
5
EGBN icon
Eagle Bancorp
EGBN
+$315K

Top Sells

1
+$2.23M
2
+$581K
3
+$353K
4
AAPL icon
Apple
AAPL
+$325K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$277K

Sector Composition

1 Technology 13.43%
2 Healthcare 4.26%
3 Industrials 1.44%
4 Financials 1.19%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.53%
4,065
-92
27
$2.09M 0.52%
12,918
+43
28
$1.97M 0.48%
10,572
29
$1.58M 0.39%
9,098
+419
30
$1.33M 0.33%
6,031
31
$1.29M 0.32%
31,805
-880
32
$1.22M 0.3%
15,463
-1,792
33
$1.19M 0.29%
10,184
-1,881
34
$1.19M 0.29%
4,787
-107
35
$1.14M 0.28%
5,429
-58
36
$1.14M 0.28%
14,936
-400
37
$1.13M 0.28%
43,138
+2,372
38
$1.11M 0.27%
46,878
39
$934K 0.23%
3,572
40
$916K 0.23%
2,842
-37
41
$912K 0.22%
4,838
+5
42
$908K 0.22%
34,876
43
$871K 0.21%
5,253
-455
44
$852K 0.21%
3,457
45
$829K 0.2%
10,586
-977
46
$806K 0.2%
32,780
47
$795K 0.2%
16,877
-862
48
$793K 0.2%
15,012
49
$720K 0.18%
+25,601
50
$704K 0.17%
8,712
-178
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