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
$299M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.1M
3
+$5.53M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.21M

Top Sells

1
+$17.3M
2
+$11.1M
3
+$3.41M
4
CACI icon
CACI
CACI
+$3.13M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$2.49M

Sector Composition

1 Technology 13.48%
2 Healthcare 5.62%
3 Industrials 1.42%
4 Consumer Discretionary 0.97%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.19%
17,875
52
$544K 0.18%
6,504
-944
53
$496K 0.17%
5,620
54
$484K 0.16%
+16,800
55
$481K 0.16%
+9,653
56
$472K 0.16%
2,611
+5
57
$461K 0.15%
1,461
+92
58
$457K 0.15%
8,745
-14
59
$456K 0.15%
+8,458
60
$451K 0.15%
9,546
61
$447K 0.15%
+5,009
62
$442K 0.15%
+18,300
63
$440K 0.15%
9,277
+508
64
$437K 0.15%
2,703
-207
65
$435K 0.15%
9,980
66
$417K 0.14%
4,801
67
$402K 0.13%
4,936
68
$389K 0.13%
+11,995
69
$377K 0.13%
1,707
70
$368K 0.12%
5,118
+207
71
$350K 0.12%
1,687
72
$343K 0.11%
8,801
73
$340K 0.11%
5,255
74
$333K 0.11%
7,410
75
$326K 0.11%
5,109
+424
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3
4 5