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
$161M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$131K
3
+$113K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$103K
5
GE icon
GE Aerospace
GE
+$98.6K

Top Sells

1
+$186K
2
+$184K
3
+$161K
4
FRT icon
Federal Realty Investment Trust
FRT
+$149K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$129K

Sector Composition

1 Healthcare 6.44%
2 Financials 2.93%
3 Technology 2.62%
4 Industrials 2.55%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$142K 0.09%
3,712
102
$136K 0.08%
2,263
+231
103
$133K 0.08%
4,501
+100
104
$132K 0.08%
1,241
105
$132K 0.08%
410
106
$131K 0.08%
2,255
107
$129K 0.08%
3,352
+96
108
$129K 0.08%
2,740
109
$129K 0.08%
749
110
$128K 0.08%
3,223
111
$127K 0.08%
8,525
112
$126K 0.08%
5,031
113
$123K 0.08%
1,221
-1,279
114
$122K 0.08%
362
+70
115
$121K 0.08%
897
116
$121K 0.08%
494
117
$116K 0.07%
792
118
$115K 0.07%
1,416
119
$110K 0.07%
764
120
$109K 0.07%
1,463
-59
121
$108K 0.07%
3,294
122
$108K 0.07%
1,179
+33
123
$103K 0.06%
6,000
124
$102K 0.06%
1,378
+113
125
$101K 0.06%
440
3 4
5
6 7