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
$91.9M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$920K
3
+$854K
4
ABT icon
Abbott
ABT
+$653K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$390K

Top Sells

1
+$927K
2
+$98.2K
3
+$59K
4
CSCO icon
Cisco
CSCO
+$54.7K
5
UNH icon
UnitedHealth
UNH
+$53.8K

Sector Composition

1 Healthcare 8.8%
2 Financials 7.39%
3 Industrials 3.76%
4 Technology 3.42%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$138K 0.15%
1,560
77
$137K 0.15%
2,012
+1,006
78
$136K 0.15%
2,595
79
$134K 0.15%
3,996
-57
80
$132K 0.14%
6,198
81
$132K 0.14%
1,889
82
$132K 0.14%
4,937
83
$131K 0.14%
4,960
+387
84
$124K 0.13%
3,600
85
$122K 0.13%
1,398
86
$118K 0.13%
3,800
87
$117K 0.13%
1,590
88
$115K 0.13%
1,055
+65
89
$115K 0.13%
2,523
+126
90
$115K 0.13%
2,744
91
$115K 0.13%
600
92
$114K 0.12%
5,031
93
$114K 0.12%
3,955
94
$113K 0.12%
3,260
+1,420
95
$113K 0.12%
922
96
$112K 0.12%
1,300
+200
97
$111K 0.12%
1,157
98
$111K 0.12%
1,532
+2
99
$111K 0.12%
1,950
100
$111K 0.12%
618
2 3
4
5 6