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
$91.9M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$920K
3
+$854K
4
ABT icon
Abbott
ABT
+$653K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$390K

Top Sells

1
+$927K
2
+$98.2K
3
+$59K
4
CSCO icon
Cisco
CSCO
+$54.7K
5
UNH icon
UnitedHealth
UNH
+$53.8K

Sector Composition

1 Healthcare 8.8%
2 Financials 7.39%
3 Industrials 3.76%
4 Technology 3.42%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$98K 0.11%
3,323
102
$96K 0.1%
5,688
-700
103
$96K 0.1%
315
104
$94K 0.1%
542
105
$92K 0.1%
2,107
106
$90K 0.1%
3,628
107
$89K 0.1%
3,354
108
$88K 0.1%
2,488
109
$87K 0.09%
1,313
110
$87K 0.09%
2,151
111
$87K 0.09%
1,470
+350
112
$84K 0.09%
918
113
$83K 0.09%
1,124
114
$81K 0.09%
3,018
115
$79K 0.09%
5,172
116
$76K 0.08%
410
117
$74K 0.08%
2,500
118
$74K 0.08%
7,938
119
$73K 0.08%
940
120
$72K 0.08%
930
+2
121
$71K 0.08%
5,726
-1,070
122
$71K 0.08%
2,597
-2,000
123
$71K 0.08%
749
-100
124
$71K 0.08%
1,176
125
$67K 0.07%
3,387
3 4
5
6 7