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
$406M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$870K
3
+$720K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$367K
5
EGBN icon
Eagle Bancorp
EGBN
+$315K

Top Sells

1
+$2.23M
2
+$581K
3
+$353K
4
AAPL icon
Apple
AAPL
+$325K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$277K

Sector Composition

1 Technology 13.43%
2 Healthcare 4.26%
3 Industrials 1.44%
4 Financials 1.19%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$384K 0.09%
7,299
77
$383K 0.09%
10,299
-1,200
78
$378K 0.09%
3,958
+451
79
$377K 0.09%
4,833
80
$369K 0.09%
8,080
81
$356K 0.09%
7,010
+350
82
$347K 0.09%
3,604
-215
83
$340K 0.08%
3,591
84
$337K 0.08%
1,982
-644
85
$327K 0.08%
7,315
86
$327K 0.08%
7,290
-221
87
$322K 0.08%
3,134
-180
88
$315K 0.08%
+13,945
89
$308K 0.08%
7,758
-344
90
$307K 0.08%
1,204
91
$305K 0.08%
2,230
-8
92
$304K 0.07%
5,713
93
$302K 0.07%
2,651
94
$302K 0.07%
4,817
95
$294K 0.07%
5,977
96
$289K 0.07%
5,117
97
$287K 0.07%
12,945
-4,554
98
$279K 0.07%
1,235
99
$273K 0.07%
3,088
100
$273K 0.07%
3,494
+44
1 2 3
4
5