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
$112M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$2.28M
3
+$1.49M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.3M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.21M

Top Sells

1
+$802K
2
+$276K
3
+$178K
4
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
+$149K
5
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$144K

Sector Composition

1 Healthcare 7.21%
2 Financials 3.53%
3 Technology 3.18%
4 Industrials 3.1%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$115K 0.1%
1,257
+682
102
$112K 0.1%
924
+175
103
$111K 0.1%
5,031
104
$109K 0.1%
945
+515
105
$108K 0.1%
1,416
106
$106K 0.09%
1,950
107
$105K 0.09%
3,003
-2,618
108
$105K 0.09%
1,522
-38
109
$104K 0.09%
1,417
110
$102K 0.09%
410
111
$102K 0.09%
3,628
112
$101K 0.09%
352
113
$101K 0.09%
494
114
$98K 0.09%
2,551
+400
115
$96K 0.09%
542
116
$94K 0.08%
1,700
+100
117
$94K 0.08%
7,938
118
$93K 0.08%
6,716
+218
119
$90K 0.08%
1,124
120
$89K 0.08%
381
121
$89K 0.08%
764
122
$88K 0.08%
3,260
123
$88K 0.08%
3,354
124
$80K 0.07%
1,218
-323
125
$80K 0.07%
8,918
3 4
5
6 7