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
$277M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$329K
3
+$301K
4
EFX icon
Equifax
EFX
+$250K
5
WFC icon
Wells Fargo
WFC
+$230K

Top Sells

1
+$5.51M
2
+$1.59M
3
+$1.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$366K

Sector Composition

1 Healthcare 4.59%
2 Technology 3.25%
3 Consumer Discretionary 1.4%
4 Industrials 1.11%
5 Financials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.15%
2,577
52
$427K 0.15%
6,383
53
$403K 0.15%
1,486
-57
54
$402K 0.15%
3,220
55
$398K 0.14%
3,591
56
$396K 0.14%
7,410
57
$394K 0.14%
1,687
58
$389K 0.14%
12,586
-1,950
59
$380K 0.14%
3,802
+298
60
$380K 0.14%
5,629
-100
61
$373K 0.13%
2,517
+5
62
$362K 0.13%
4,650
+112
63
$344K 0.12%
1,545
64
$339K 0.12%
3,237
65
$336K 0.12%
854
+8
66
$325K 0.12%
6,650
67
$324K 0.12%
5,779
68
$320K 0.12%
3,274
69
$319K 0.12%
2,750
-125
70
$295K 0.11%
1,154
71
$294K 0.11%
2,609
72
$290K 0.1%
16,704
73
$275K 0.1%
5,183
74
$264K 0.1%
3,400
75
$262K 0.09%
8,160
1 2
3
4