BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
This Quarter Return
+5.79%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$394M
AUM Growth
+$394M
(+13%)
Cap. Flow
+$25.7M
Cap. Flow
% of AUM
6.53%
Top 10 Holdings %
Top 10 Hldgs %
62.66%
Holding
121
New
14
Increased
60
Reduced
19
Closed
2
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.01M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.2M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$2.19M |
| 4 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$2.07M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$1.65M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.92M |
| 2 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$206K |
| 3 |
FVCBankcorp
FVCB
|
$173K |
| 4 |
iShares MSCI Emerging Markets Asia ETF
EEMA
|
$136K |
| 5 |
AbbVie
ABBV
|
$83.4K |
Sector Composition
| 1 | Technology | 11.88% |
| 2 | Healthcare | 4.16% |
| 3 | Industrials | 1.43% |
| 4 | Consumer Discretionary | 1.19% |
| 5 | Financials | 1.12% |
