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
$161M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$131K
3
+$113K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$103K
5
GE icon
GE Aerospace
GE
+$98.6K

Top Sells

1
+$186K
2
+$184K
3
+$161K
4
FRT icon
Federal Realty Investment Trust
FRT
+$149K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$129K

Sector Composition

1 Healthcare 6.44%
2 Financials 2.93%
3 Technology 2.62%
4 Industrials 2.55%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$191K 0.12%
1,932
77
$190K 0.12%
1,734
78
$190K 0.12%
1,200
79
$189K 0.12%
1,296
80
$183K 0.11%
4,770
+1,850
81
$183K 0.11%
2,382
82
$182K 0.11%
3,181
83
$175K 0.11%
3,375
+45
84
$172K 0.11%
2,086
+28
85
$171K 0.11%
2,427
86
$171K 0.11%
1,504
+12
87
$170K 0.11%
1,613
88
$169K 0.11%
3,600
89
$166K 0.1%
15,444
90
$165K 0.1%
871
+1
91
$163K 0.1%
3,120
+120
92
$161K 0.1%
1,050
93
$161K 0.1%
1,877
94
$158K 0.1%
1,339
-23
95
$156K 0.1%
1,000
96
$154K 0.1%
1,723
97
$151K 0.09%
8,850
+368
98
$148K 0.09%
600
99
$147K 0.09%
1,554
100
$145K 0.09%
2,860
2 3
4
5 6