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
$350M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$3.5M
3
+$1.99M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.12M

Top Sells

1
+$7.46M
2
+$3.63M
3
+$3.31M
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$2.07M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.75M

Sector Composition

1 Technology 11.15%
2 Healthcare 4.42%
3 Financials 1.55%
4 Industrials 1.21%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$333K 0.1%
3,156
77
$332K 0.09%
6,923
+2,452
78
$332K 0.09%
3,591
79
$329K 0.09%
1,385
80
$325K 0.09%
3,604
-325
81
$325K 0.09%
2,951
82
$322K 0.09%
17,352
83
$316K 0.09%
7,299
-79
84
$293K 0.08%
3,153
-646
85
$293K 0.08%
1,966
86
$289K 0.08%
5,203
87
$289K 0.08%
5,713
88
$286K 0.08%
1,156
89
$284K 0.08%
5,720
-66,844
90
$277K 0.08%
7,315
91
$263K 0.08%
6,234
92
$260K 0.07%
2,068
-162
93
$259K 0.07%
5,681
-11,732
94
$256K 0.07%
6,793
-66
95
$252K 0.07%
5,117
96
$251K 0.07%
4,890
97
$250K 0.07%
7,413
98
$249K 0.07%
3,400
99
$244K 0.07%
2,667
100
$241K 0.07%
813
1 2 3
4
5