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
$299M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.1M
3
+$5.53M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.21M

Top Sells

1
+$17.3M
2
+$11.1M
3
+$3.41M
4
CACI icon
CACI
CACI
+$3.13M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$2.49M

Sector Composition

1 Technology 13.48%
2 Healthcare 5.62%
3 Industrials 1.42%
4 Consumer Discretionary 0.97%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$325K 0.11%
1,812
77
$325K 0.11%
3,591
78
$313K 0.1%
+2,851
79
$308K 0.1%
3,471
80
$305K 0.1%
813
81
$298K 0.1%
4,841
-846
82
$293K 0.1%
+942
83
$286K 0.1%
7,253
-2,462
84
$277K 0.09%
+1,875
85
$277K 0.09%
7,378
86
$274K 0.09%
3,356
87
$272K 0.09%
5,712
+315
88
$271K 0.09%
+3,154
89
$267K 0.09%
2,667
90
$265K 0.09%
2,230
91
$264K 0.09%
8,319
-3,584
92
$260K 0.09%
3,400
93
$256K 0.09%
1,196
-253
94
$253K 0.08%
1,325
+100
95
$251K 0.08%
16,830
96
$238K 0.08%
2,261
97
$237K 0.08%
+899
98
$232K 0.08%
+2,988
99
$231K 0.08%
1,296
100
$231K 0.08%
2,805
1 2 3
4
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