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
$394M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.2M
3
+$2.19M
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$2.07M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.65M

Top Sells

1
+$1.92M
2
+$206K
3
+$173K
4
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$136K
5
ABBV icon
AbbVie
ABBV
+$83.4K

Sector Composition

1 Technology 11.88%
2 Healthcare 4.16%
3 Industrials 1.43%
4 Consumer Discretionary 1.19%
5 Financials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.17%
3,573
+1
52
$640K 0.16%
3,414
-76
53
$637K 0.16%
5,070
+1,914
54
$617K 0.16%
+7,728
55
$600K 0.15%
3,900
56
$600K 0.15%
6,527
+2,936
57
$593K 0.15%
8,388
58
$584K 0.15%
13,978
+5,067
59
$573K 0.15%
2,515
60
$562K 0.14%
9,335
+2
61
$534K 0.14%
1,392
+31
62
$531K 0.13%
14,335
-2,000
63
$522K 0.13%
3,429
+692
64
$512K 0.13%
1,707
65
$500K 0.13%
4,087
+483
66
$487K 0.12%
1,111
67
$478K 0.12%
5,009
68
$475K 0.12%
5,050
+65
69
$474K 0.12%
1,773
+617
70
$472K 0.12%
11,895
71
$469K 0.12%
1,679
72
$468K 0.12%
2,675
+110
73
$446K 0.11%
+1,004
74
$442K 0.11%
3,876
75
$439K 0.11%
15,833
+1,143
1 2
3
4 5