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
$112M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$2.28M
3
+$1.49M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.3M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.21M

Top Sells

1
+$802K
2
+$276K
3
+$178K
4
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
+$149K
5
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$144K

Sector Composition

1 Healthcare 7.21%
2 Financials 3.53%
3 Technology 3.18%
4 Industrials 3.1%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$170K 0.15%
8,525
77
$166K 0.15%
8,730
+8,294
78
$166K 0.15%
4,000
+3,650
79
$166K 0.15%
3,600
80
$165K 0.15%
2,851
-104
81
$160K 0.14%
7,236
+1,593
82
$160K 0.14%
1,200
83
$150K 0.13%
1,327
+405
84
$149K 0.13%
1,548
85
$147K 0.13%
2,128
+239
86
$145K 0.13%
6,309
87
$144K 0.13%
3,252
+90
88
$142K 0.13%
1,877
89
$140K 0.13%
1,000
90
$138K 0.12%
1,723
91
$137K 0.12%
3,480
92
$136K 0.12%
1,157
-457
93
$135K 0.12%
1,296
94
$133K 0.12%
1,554
95
$130K 0.12%
2,744
96
$130K 0.12%
3,380
+900
97
$130K 0.12%
3,323
98
$123K 0.11%
3,836
-48
99
$122K 0.11%
1,449
+175
100
$119K 0.11%
600
2 3
4
5 6