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
$406M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$870K
3
+$720K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$367K
5
EGBN icon
Eagle Bancorp
EGBN
+$315K

Top Sells

1
+$2.23M
2
+$581K
3
+$353K
4
AAPL icon
Apple
AAPL
+$325K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$277K

Sector Composition

1 Technology 13.43%
2 Healthcare 4.26%
3 Industrials 1.44%
4 Financials 1.19%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.17%
2,515
52
$668K 0.16%
5,882
+368
53
$645K 0.16%
3,182
+2
54
$626K 0.15%
13,000
55
$612K 0.15%
8,388
56
$598K 0.15%
11,326
+6,951
57
$568K 0.14%
2,786
58
$567K 0.14%
5,009
59
$558K 0.14%
1,707
60
$549K 0.14%
3,224
-181
61
$531K 0.13%
1,311
-50
62
$523K 0.13%
3,129
-25
63
$522K 0.13%
1,111
64
$494K 0.12%
11,895
65
$462K 0.11%
1,679
66
$441K 0.11%
4,985
67
$440K 0.11%
8,747
-38
68
$432K 0.11%
14,931
+44
69
$431K 0.11%
3,676
-200
70
$429K 0.11%
8,963
-1,015
71
$402K 0.1%
813
72
$396K 0.1%
4,985
+38
73
$392K 0.1%
1,385
74
$388K 0.1%
1,966
-6
75
$384K 0.09%
1,308
1 2
3
4 5