BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
This Quarter Return
-0.14%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$314M
AUM Growth
+$314M
(+13%)
Cap. Flow
+$34.3M
Cap. Flow
% of AUM
10.92%
Top 10 Holdings %
Top 10 Hldgs %
73.61%
Holding
98
New
4
Increased
27
Reduced
17
Closed
1
Top Buys
| 1 |
CACI
CACI
|
$29.8M |
| 2 |
iShares Core International Aggregate Bond Fund
IAGG
|
$5.42M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.65M |
| 4 |
abrdn Physical Precious Metals Basket Shares ETF
GLTR
|
$1.57M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$811K |
Top Sells
| 1 |
GE Aerospace
GE
|
$3.72M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$2.14M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$1.44M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$486K |
| 5 |
Norfolk Southern
NSC
|
$212K |
Sector Composition
| 1 | Technology | 12.4% |
| 2 | Healthcare | 3.93% |
| 3 | Financials | 1.56% |
| 4 | Consumer Discretionary | 1.23% |
| 5 | Communication Services | 0.88% |
