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
51
$318K 0.28%
4,330
-100
52
$318K 0.28%
1,054
-202
53
$292K 0.26%
7,049
-75
54
$290K 0.26%
1,983
+1,543
55
$280K 0.25%
3,600
56
$255K 0.23%
4,000
57
$255K 0.23%
4,634
58
$251K 0.22%
4,015
+309
59
$246K 0.22%
2,088
-510
60
$232K 0.21%
2,504
-195
61
$228K 0.2%
1,925
62
$219K 0.2%
2,188
63
$215K 0.19%
24,228
64
$209K 0.19%
2,919
+829
65
$205K 0.18%
1,960
-1,700
66
$201K 0.18%
5,826
+600
67
$192K 0.17%
21,246
+96
68
$188K 0.17%
3,087
69
$188K 0.17%
3,353
+472
70
$187K 0.17%
1,734
71
$187K 0.17%
1,783
+36
72
$185K 0.17%
1,305
+100
73
$177K 0.16%
7,390
74
$173K 0.15%
2,336
75
$172K 0.15%
4,467
-314
1 2
3
4 5