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
51
$345K 0.21%
2,878
+737
52
$341K 0.21%
2,721
+231
53
$329K 0.2%
953
54
$323K 0.2%
4,000
55
$320K 0.2%
3,306
+200
56
$304K 0.19%
3,112
57
$303K 0.19%
2,974
58
$251K 0.16%
23,628
59
$250K 0.16%
18,071
60
$245K 0.15%
8,349
+1,853
61
$238K 0.15%
5,147
+1,503
62
$236K 0.15%
1,716
-1,169
63
$229K 0.14%
9,148
-1,786
64
$229K 0.14%
6,963
65
$216K 0.13%
4,100
+100
66
$216K 0.13%
4,026
+684
67
$214K 0.13%
2,670
+406
68
$210K 0.13%
3,150
69
$208K 0.13%
4,190
-3,754
70
$207K 0.13%
2,188
71
$202K 0.13%
5,050
+144
72
$200K 0.12%
4,226
+1,075
73
$195K 0.12%
1,450
74
$194K 0.12%
8,525
75
$191K 0.12%
2,669
1 2
3
4 5