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
$314M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$5.42M
3
+$1.65M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$1.57M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$811K

Top Sells

1
+$2.14M
2
+$1.44M
3
+$486K
4
NSC icon
Norfolk Southern
NSC
+$212K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$150K

Sector Composition

1 Technology 12.4%
2 Healthcare 3.93%
3 Financials 1.56%
4 Consumer Discretionary 1.23%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.16%
9,905
+902
52
$449K 0.14%
1,369
53
$428K 0.14%
3,220
54
$426K 0.14%
4,000
55
$425K 0.14%
9,147
+3
56
$411K 0.13%
1,042
+188
57
$407K 0.13%
1,486
58
$397K 0.13%
3,591
59
$395K 0.13%
7,410
60
$392K 0.13%
3,947
+145
61
$386K 0.12%
12,586
62
$379K 0.12%
2,522
+5
63
$378K 0.12%
6,383
64
$378K 0.12%
2,577
65
$376K 0.12%
1,687
66
$368K 0.12%
5,549
-80
67
$359K 0.11%
3,472
+235
68
$353K 0.11%
6,545
+766
69
$350K 0.11%
4,657
+7
70
$346K 0.11%
7,085
+435
71
$343K 0.11%
1,545
72
$319K 0.1%
2,701
-49
73
$310K 0.1%
3,274
74
$294K 0.09%
1,154
75
$292K 0.09%
3,356
1 2
3
4