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
$394M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.2M
3
+$2.19M
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$2.07M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.65M

Top Sells

1
+$1.92M
2
+$206K
3
+$173K
4
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$136K
5
ABBV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.11%
813
77
$435K 0.11%
8,846
+61
78
$418K 0.11%
5,499
+577
79
$408K 0.1%
1,571
+186
80
$378K 0.1%
4,044
+891
81
$371K 0.09%
18,240
+888
82
$370K 0.09%
7,747
+448
83
$362K 0.09%
1,987
-458
84
$361K 0.09%
8,080
85
$361K 0.09%
4,865
86
$335K 0.09%
8,839
+1,426
87
$313K 0.08%
7,565
+250
88
$304K 0.08%
1,928
-38
89
$301K 0.08%
2,651
-300
90
$297K 0.08%
5,117
91
$293K 0.07%
+936
92
$290K 0.07%
+3,371
93
$289K 0.07%
5,103
-100
94
$286K 0.07%
5,977
-946
95
$285K 0.07%
5,713
96
$283K 0.07%
12,299
-400
97
$282K 0.07%
5,669
-51
98
$281K 0.07%
6,524
+290
99
$276K 0.07%
3,400
100
$274K 0.07%
+1,581
1 2 3
4
5