BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
This Quarter Return
+2.19%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$379M
AUM Growth
+$379M
(-3.8%)
Cap. Flow
-$22.1M
Cap. Flow
% of AUM
-5.81%
Top 10 Holdings %
Top 10 Hldgs %
63.26%
Holding
124
New
5
Increased
8
Reduced
74
Closed
13
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.23M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$216K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$210K |
| 4 |
GE Vernova
GEV
|
$206K |
| 5 |
Tetra Tech
TTEK
|
$204K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.81M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$1.82M |
| 3 |
Apple
AAPL
|
$1.8M |
| 4 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$1.63M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.15M |
Sector Composition
| 1 | Technology | 12.71% |
| 2 | Healthcare | 4.16% |
| 3 | Financials | 1.64% |
| 4 | Industrials | 1.2% |
| 5 | Consumer Discretionary | 1.13% |
